Account Type****** ******Account Owner**** ****Account Opps/Deals***** ****Closed Won • Jan 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
Howie SeeAdvisory Board Member And InvestorView Profile, Howie SeeColette HallVice President Of Medical And SafetyView Profile, Colette HallZach TargosHost Powered By VTS Lead Senior DirectorView Profile, Zach Targos