Account Type**** ***Account Owner*** ******Account Opps/Deals***** ******Closed Won • Mar 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Cetera Financial GroupChief Executive OfficerMay 23 - PresentFidelity InvestmentsSenior AdvisorFeb 09- May 23SifmaBoard Of DirectorsApr 19- Mar 23