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
Gita KapurSr Director Partner Ecosystem SuccessView Profile, Gita KapurAdam KramerPartnerView Profile, Adam KramerAlan MurrayPresident WSJ Leadership InstituteView Profile, Alan Murray