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
First Fidelity BankChief Innovation OfficerApr 10 - PresentFirst Fidelity Financial GroupSenior Wealth Manager, CFPApr 10 - PresentInsuricaBroker /LiaisonApr 10 - Present
Ryan SmithPrincipal CEOView Profile, Ryan SmithCharlie JacobsonCo FounderView Profile, Charlie JacobsonLisa DolanManaging DirectorView Profile, Lisa Dolan