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 InvestmentsHigh Net Worth Service AssociateMar 25 - PresentThriventVirtual Advice Professional-Financial AdvisorDec 23- Mar 25Advisors Asset Management IncPortfolio AdministratorSep 22- Aug 23
Alexander DoughtyInvestment Banking AssociateView Profile, Alexander DoughtyRosa BhanleyInvestor Relations AnalystView Profile, Rosa BhanleyMegan FilippelloExecutive Legislative AssistantView Profile, Megan Filippello