Account Type**** ****Account Owner******* *******Account Opps/Deals***** *******Closed Won • Feb 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- Dec 10TransamericaSenior Vice PresidentJan 95- Dec 98
Kurt ArteconaChief Executive OfficerView Profile, Kurt ArteconaBright ECo FounderView Profile, Bright ELana HarrisPrincipal And PresidentView Profile, Lana Harris