Account Type*** *******Account Owner******** ****Account Opps/Deals******* *****Closed Won • Dec 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
Reagan EvansVice President Prospective OperationsView Profile, reagan evansLaura EnderleSenior Manager Employee Executive CommunicationsView Profile, laura enderleRochak BhatiaVice President Of Merchandise PlanningView Profile, rochak bhatia