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
Osprey FundsAdvisorMar 22 - PresentFigureAdvisorMar 19- Mar 22Fidelity InvestmentsExecutive Vice President, Retirement and Investing StrategiesJan 98- Jan 17
Kim Martin FisherLuxury Real Estate AgentView Profile, Kim Martin FisherValerie IorgRealtorView Profile, Valerie IorgVijay KumarSr Client PartnerView Profile, Vijay Kumar