Account Type******* *****Account Owner***** ****Account Opps/Deals***** ******Closed Won • Oct 24**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsHead of Advisor Scale and Channel OptimizationJan 16 - PresentBci DefenseVice PresidentFeb 13- Dec 15Bci Solutions IncVice PresidentJan 13- Dec 15
Grace HeckmanSchool Development ManagerView Profile, grace heckmanLisa Marie PascasioExecutive AssistantView Profile, lisa marie pascasioJames GregorySenior ManagerView Profile, james gregory