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
Kestra FinancialPresidentJul 20 - PresentEmoney AdvisorHead of Business Development | Chief Revenue OfficerMay 17- Jan 20Fidelity InvestmentsStrategic Business Development, Fidelity Wealth TechnologiesSep 11- May 17
Margaret QuigleyFounderView Profile, margaret quigleyMadeline CamejoVice President And Chief Pharmacy OfficerView Profile, madeline camejoEric RudderFounderView Profile, eric rudder