Account Type****** *******Account Owner******** ******Account Opps/Deals***** ****Closed Won • Dec 24***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
Doug BairdIdn Key Account Manager Associate DirectorView Profile, doug bairdAmanda HallGeneral Manager Client SolutionsView Profile, amanda hallMatthew LittleDirector Customer Solutions And TechnologyView Profile, matthew little