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 InvestmentsInvestment ConsultantJul 24 - PresentProsharesProShares - PresentBenetrends FinancialRetirement Plan AnalystJan 14- Dec 14
Jeremy BaumannChief Financial OfficerView Profile, Jeremy BaumannBianca DepriestStrategic AccountsView Profile, Bianca DepriestGrant EvansStaff AccountantView Profile, Grant Evans