Account Type******** ***Account Owner***** ****Account Opps/Deals*** ********Closed Won • Jan 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
Jason FishkindArea VP East SouthView Profile, Jason FishkindJim VrtisVice Chairman Of The BoardView Profile, Jim VrtisAnthony RiesVice President Of Sales AmericasView Profile, Anthony Ries