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
Fidelity InvestmentsVice President, RIA Segment, Fidelity InstitutionalFeb 06 - PresentMerrill LynchDirector, Institutional Client GroupJan 99- Jan 02Lehman BrothersVice President, Institutional Equity SalesJan 95- Jan 00
Jason CanawayVice President Of SalesView Profile, Jason CanawayAaron ReedRegional Vice President Of Sales Manufacturing SoutheastView Profile, Aaron ReedShawn LeonardAssistant Vice President Field Sales Manager DSG West RegionView Profile, Shawn Leonard