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
4 MybenefitsVice President of OperationsJul 21 - PresentFiduciusSenior Director Business OperationsJan 12- May 20Fidelity InvestmentsFinancial Services RepresentativeAug 99- Mar 05
Dion LinkeChief Operating And Integration OfficerView Profile, Dion LinkeBrian KalisManaging DirectorView Profile, Brian KalisSwastik MohantyVice President OperationsView Profile, Swastik Mohanty