Account Type*** ******Account Owner***** ******Account Opps/Deals***** ****Closed Won • Jan 25***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
Drew MetcalfeAccount ExecutiveView Profile, Drew MetcalfeNigel SydnorEnterprise Account ExecutiveView Profile, Nigel SydnorJenny SalmelaSales RepresentativeView Profile, Jenny Salmela