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
AssetmarkChief Executive Officer and PresidentSep 10 - PresentFidelity InvestmentsSr. Vice PresidentJan 98- Jan 10TransamericaSenior Vice PresidentJan 95- Jan 98
Martin CotterSenior Vice President Global Vertical Business Units And President EMEAView Profile, Martin CotterColby BowersManaging PartnerView Profile, Colby BowersMax ZarconeFounderView Profile, Max Zarcone