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
Fidelity InvestmentsHead of Omni-Channel Experiences & Personalized Messaging TeamSep 15 - PresentMerrill LynchVice President - Wealth Management GroupMay 06- Jul 12J P MorganVice PresidentDec 96- Apr 06
Shalin PatelDirectorView Profile, shalin patelJulia ReidB 2 B Demand Generation Manager Growth MarketingView Profile, julia reidErica WuOwnerView Profile, erica wu