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
Fidelity InvestmentsSenior Proposal AnalystJun 24 - PresentSfp WealthFinance AssociateJan 24- Apr 24Fidelity InvestmentsAccount ExecutiveJan 22- Sep 23
Velthuri NehaProducerView Profile, Velthuri NehaMonica GagerClinical EducatorView Profile, Monica GagerAmy BakerDevelopment And Government AffairsView Profile, Amy Baker