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
Archetype ConsultingSenior DirectorSep 07 - PresentFidelity InvestmentsRetirement RepresentativeJan 06- Dec 07
Marcus WestlingHead Of Alliance And Sales ExcellenceView Profile, Marcus WestlingEliana GarciaSenior Wealth Advisor AssociateView Profile, Eliana GarciaKelsey LisiRevenue Operations Manager SDR ManagerView Profile, Kelsey Lisi