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 InvestmentsVice President, Branch Leader Jun 99 - PresentTd Waterhouse Discount BrokerageTrading RepresentativeNov 98- Jun 99
Lorene GordonVice President Operations Annuities Mutual FundsView Profile, Lorene GordonNazia Naeem SharifVice President Of Business OperationsView Profile, Nazia Naeem SharifOmri BraunCOO Channel AcquisitionView Profile, Omri Braun