Account Type******* *****Account Owner**** *****Account Opps/Deals*** *******Closed Won • Oct 24**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
Matt WrightPresident Co FounderView Profile, matt wrightBen McowenManaging Director EmeaView Profile, ben mcowenRich DemingChief Executive OfficerView Profile, rich deming