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 InvestmentsHead of Omni-Channel Experiences & Platform Enablement TeamSep 15 - PresentMerrill LynchVice President - Wealth Management GroupMay 06- Jul 12J P MorganVice PresidentDec 96- Apr 06
Alan WebbDirector Of Customer SuccessView Profile, Alan WebbMarianna LevyashDirector Of Customer AdvocacyView Profile, Marianna LevyashBrian DiazDirector Of Operations Customer ExperienceView Profile, Brian Diaz