Account Type**** ****Account Owner*** ******Account Opps/Deals**** ********Closed Won • Feb 25***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsChief Administrative OfficerJan 07- Dec 24JpmorganchaseManaging DirectorJan 83- Mar 07
Lisa TarterFounderView Profile, Lisa TarterAlyse FerrantiCo PresidentView Profile, Alyse FerrantiEli KuglerChief Executive OfficerView Profile, Eli Kugler