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 InvestmentsHead of Omni-Channel Experiences & Platform Enablement TeamSep 15 - PresentMerrill LynchVice President - Wealth Management GroupMay 06- Jul 12J P MorganVice PresidentDec 96- Apr 06
Lindsay RennerDirector Of Customer SuccessView Profile, Lindsay RennerMichel MooreSenior Director Of Customer SuccessView Profile, Michel MooreAren SorensenHead Of Customer Experience Consumer BankingView Profile, Aren Sorensen