Account Type*** *******Account Owner******** ********Account Opps/Deals**** *******Closed Won • Mar 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
Laura KreutzerBureau Chief WSJ Pro Private Equity The Wall Street JournalView Profile, Laura KreutzerZoran JankovskiExecutive Director Quality And External Products APACView Profile, Zoran JankovskiNeil HeffernanVice PresidentView Profile, Neil Heffernan