Account Type**** ******Account Owner***** *******Account Opps/Deals***** *****Closed Won • Oct 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsSenior Director - Life Operations GroupJan 16 - PresentAllstate Insurance AgencyLicensed Sales ProducerNov 12- Nov 15Fidelity InvestmentsVice President Client ServicesJan 07- Feb 09
Steve MontalboDivision Director OperationsView Profile, steve montalboRhys BlackDirector Operations Services Community LearningView Profile, rhys blackErnie BesserDirector Digital And Design OperationsView Profile, ernie besser