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
Terry FlahertyVice President Principal Analyst Demand ServicesView Profile, terry flahertyChris LammVice PresidentView Profile, chris lammChasta MartinVP Field ServicesView Profile, chasta martin