Account Type*** *******Account Owner**** ***Account Opps/Deals*** *****Closed Won • Nov 24****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
Spencer FunkeThird Party RiskView Profile, spencer funkeAndreas WolffProject DevelopmentView Profile, andreas wolffKarlo IgartaSolution Design AnalystView Profile, karlo igarta