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
Advisor 360Senior Manager, Marketing and CommunicationsOct 23 - PresentRwa Wealth PartnersDirector of ContentJul 22- Sep 23Fidelity InvestmentsDirector, Thought LeadershipSep 19- Aug 20
Stephanie CSenior Marketing ManagerView Profile, Stephanie CBrad SmithTeam Lead Mid MarketView Profile, Brad SmithSamantha RogersChannel Marketing Program ManagerView Profile, Samantha Rogers