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
Fisher Retirement SolutionsGVP OperationsJul 24 - PresentFisher Investments401(k) Solutions GVP OperationsSep 04- Aug 24Putnam Lovell NbfEquity Research Associate, financial technology & eProcessorsJul 01- Sep 03
Maureen FunkhouserVice President OperationsView Profile, maureen funkhouserJackie RaadVice President Prime Brokerage OperationsView Profile, jackie raadJennifer OneilVice President Of Revenue OperationsView Profile, jennifer o'neil