Account Type******* ******Account Owner**** ***Account Opps/Deals***** ******Closed Won • Dec 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
Brittany BunnCommunications And Technology CoordinatorView Profile, brittany bunnVenkat TadiHead Of Commercial Solutions Technology DeliveryView Profile, venkat tadiJulian KeilMemberView Profile, julian keil