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
CaptrustFinancial Wellness ConsultantMar 12 - PresentFidelity InvestmentsRetirement Investment SpecialistJul 07- Apr 12
Gareth SodenChief Financial OfficerView Profile, Gareth SodenJim RobertsFinancial Crime Risk ManagerView Profile, Jim RobertsIwona MarkowskaFinance And Accounting ManagerView Profile, Iwona Markowska