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
Kestra FinancialPresidentJul 20 - PresentEmoney AdvisorHead of Business Development | Chief Revenue OfficerMay 17- Jan 20Fidelity InvestmentsStrategic Business Development, Fidelity Wealth TechnologiesSep 11- May 17
Neptune AndreExecutive Director Pharmacy Services North DivisionView Profile, Neptune AndreMargot WamplerFounderView Profile, Margot WamplerJohann SchenklGeschaftsfuhrer Spezialist TechnologieView Profile, Johann Schenkl