Account Type******** ********Account Owner*** ***Account Opps/Deals******** ***Closed Won • Oct 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
CaptrustDirector Participant Advisory ServicesNov 13 - PresentAonClient ManagementOct 09- Oct 13Fidelity InvestmentsImplementation LeadOct 94- Feb 09
Venitia SequeiraStrategy Manager Category Development PlanningView Profile, venitia sequeiraWilliam MaynardAssociate Director Data Strategy OpsView Profile, william maynardOfer SimchonyPartner Strategic RelationshipsView Profile, ofer simchony