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
Barometer Capital ManagementSenior National Manager, Advisor SalesSep 17 - PresentFidelity InvestmentsSales CoordinatorFeb 10- Nov 14Cibc Capital MarketsAnalyst (Prime Brokerage)May 06- Sep 06
Jackson KirkManager Business Development And SalesView Profile, Jackson KirkJasmine WatsonTeam Lead RenewalsView Profile, Jasmine WatsonNicolas OrtizManager Sales ReadinessView Profile, Nicolas Ortiz