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