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 InvestmentsHead of Institutional Sales Optimization, Acceleration, and Retention , SVPJun 21 - PresentTiaaManaging Director, Institutional RetirementJan 06- Jan 21
John Cox MillerSVP National Sales ManagerView Profile, John Cox MillerBeth SVP Sales EnablementView Profile, Beth SZachary SinclairVice President Of SalesView Profile, Zachary Sinclair