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
Osprey FundsAdvisorMar 22 - PresentFigureAdvisorMar 19- Mar 22Fidelity InvestmentsExecutive Vice President, Retirement and Investing StrategiesJan 98- Jan 17
Chad WellsSenior Account ManagerView Profile, Chad WellsCarsten BartelSales Development ManagerView Profile, Carsten BartelRoger MitchellAssociate Director AlliancesView Profile, Roger Mitchell