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 InvestmentsDirector, Learning RM, CRGFeb 24 - PresentEmoney AdvisorDirector, Client SuccessNov 13- Feb 24Beast IncorporatedCorporate Trainer/ Team LeaderSep 10- Sep 13
Ben RobersonPrincipalView Profile, Ben RobersonKristi BarrowPrincipal ConsultantView Profile, Kristi BarrowNeta ReichIndependentView Profile, Neta Reich