Account Type***** ******Account Owner******** ********Account Opps/Deals******** *****Closed Won • Oct 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
Matthew LombardiFounderView Profile, matthew lombardiCamille Emefa AceyFounder ConsultantView Profile, camille emefa aceyMarkus BirkelbachSenior Vice PresidentView Profile, markus birkelbach