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
Fidelity InvestmentsExecutive Vice President - Head of Client Experience - Fidelity InstitutionalJul 95- Sep 21DeloitteSenior ManagerJan 85- Jan 95
Melanie SchneiderSenior Planning Executive Jewish Life DepartmentView Profile, Melanie SchneiderDouglas BoraineFounder Growth ExpertView Profile, Douglas BoraineShaun TiFounderView Profile, Shaun Ti