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
GlasfundsDirector of Investor Relations & Fund ServicesMay 24 - PresentFidelity InvestmentsInvestment ConsultantNov 22- May 24Charles SchwabInvestment ConsultantApr 19- Dec 22
Rachel VincentFinancial Planning Analysis ManagerView Profile, Rachel VincentAllen SullivanM A Tax Corporate Compliance PartnerView Profile, Allen SullivanHelena BauerBuchhalterinView Profile, Helena Bauer