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
Fidelity InvestmentsVice President, RIA Segment, Fidelity InstitutionalFeb 06 - PresentMerrill LynchDirector, Institutional Client GroupJan 99- Jan 02Lehman BrothersVice President, Institutional Equity SalesJan 95- Jan 00
Ernie UntereinerVice President Sales And MarketingView Profile, Ernie UntereinerAlan JagnandanVice President Of Major AccountsView Profile, Alan JagnandanNathan RemmesChief Growth OfficerView Profile, Nathan Remmes