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