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
Fidelity InvestmentsFinancial ConsultantFeb 23 - PresentLpl FinancialFinancial AdvisorOct 20- Feb 23Fidelity InvestmentsRetirement PlannerDec 18- Sep 20
Maha BanoubTreasury Management Services AdvisorView Profile, maha banoubSarah PetersonInvestor Relations SpecialistView Profile, sarah petersonMadelaine CaccavelliAssistant ControllerView Profile, madelaine caccavelli