Account Type******* ***Account Owner******* ******Account Opps/Deals******* ******Closed Won • Feb 25**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsVice President Sales - Fidelity InstitutionalFeb 20 - PresentAdvisorengineWest Sales ManagerAug 17- Jan 20Lpl FinancialVice President - Business DevelopmentMar 11- Aug 17
Drew BonderPartner VP Sales Organizational ConsultantView Profile, Drew BonderCharles DohertySVP US Regional Sales And Credit OperationsView Profile, Charles DohertyDavid AronoffSupport Senior Director Sales OperationsView Profile, David Aronoff