Account Type******** *******Account Owner******** ******Account Opps/Deals******* *******Closed Won • Nov 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsTeam Leader, Investment SolutionsJul 11 - PresentSand Hill Global AdvisorsInterim COOJun 08- Jan 11Boston PrivateSVP Western RegionJul 06- Jun 08
Cristina EstenesSenior Merchandise ManagerView Profile, cristina estenesJoe AguilarPrincipalView Profile, joe aguilarMarco PalazziHead Monitoring SupportView Profile, marco palazzi