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 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
Rick MichligPrincipal Customer Success ManagerView Profile, Rick MichligSanjali SanjeevSenior Account ManagerView Profile, Sanjali SanjeevAndrew RamosSenior Client Strategy ManagerView Profile, Andrew Ramos