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
Genesis Capital LlcRelationship AssociateDec 24 - PresentCambridge AssociatesProject Lead- Book and Records AnalystFeb 22- Dec 24Fidelity InvestmentsFinancial Services Representative Cross Vendor ServicesMar 21- Feb 22
David ReindlAccount ManagerView Profile, David ReindlBrian DockterClient Success ManagerView Profile, Brian DockterTazman ShahnuriCustomer Experience LeadView Profile, Tazman Shahnuri