Account Type*** ********Account Owner******* *******Account Opps/Deals******** *******Closed Won • Oct 24****K $Closed
*** ***Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Putnam InvestmentsDirectorJan 01- Dec 23Fidelity InvestmentsDirector, Investor Center TechnologyMar 87- Jan 01
Jerry SimonDirector Of SalesView Profile, jerry simonStella ChangSenior Sales Training SupervisorView Profile, stella changDeanna CookDirector Sales RetentionView Profile, deanna cook