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 InvestmentsVice President, SalesMay 00 - PresentBrown Brothers HarrimanMarketing AssistantJun 99- May 00
Stephanee SmithAssistant Vice President Business DevelopmentView Profile, stephanee smithJake MendelsonVice President Of SalesView Profile, jake mendelsonSean GillilandRegional Sales Vice PresidentView Profile, sean gilliland