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
Fidelity CharitableClient Services RepresentativeJun 24 - PresentFidelity InvestmentsFinancial Services RepresentativeDec 23- Jun 24IndeedOperation Strategist, New Product CommercializationJun 17- Mar 23
Jacob WalcottCST Offline OperationsView Profile, jacob walcottGhazalla FazliPersonal Banking AdvisorView Profile, ghazalla fazliCorina SheltonUser Support SpecialistView Profile, corina shelton