Account Type*** ********Account Owner******* ***Account Opps/Deals****** ******Closed Won • Mar 25****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
First Fidelity BankChief Innovation OfficerApr 10 - PresentFirst Fidelity Financial GroupSenior Wealth Manager, CFPApr 10 - PresentInsuricaBroker /LiaisonApr 10 - Present