Account Type******** ***Account Owner******* *******Account Opps/Deals******** ****Closed Won • Nov 24****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
Christy ParrishSenior Director Client PartnershipsView Profile, christy parrishDan FergussonArea Vice President International SalesView Profile, dan fergussonRob LiedbergVice President Of Retail Sales USA CanadaView Profile, rob liedberg