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 InvestmentsOnboarding Team Leader, Senior Manager, One DistributionJun 21 - PresentTd Ameritrade InstitutionalManager, Corporate ActionsJan 20- Jun 21Td AmeritradeTeam Manager, New Client Development GroupJun 13- Jan 20
Dana Marie GarciaSenior Implementation ManagerView Profile, Dana Marie GarciaNorthon BlairSenior Account ManagerView Profile, Northon BlairJordan PalPrincipal Customer Success ManagerView Profile, Jordan Pal