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
AssetmarkChief Executive Officer and PresidentSep 10 - PresentFidelity InvestmentsSr. Vice PresidentJan 98- Jan 10TransamericaSenior Vice PresidentJan 95- Jan 98
Max MilneHead Of StudioView Profile, max milneMatt SmithCo FounderView Profile, matt smithGina BoultonSVP Senior DirectorView Profile, gina boulton