Account Type******* ***Account Owner******* ***Account Opps/Deals*** *******Closed Won • Nov 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
Duncan WinterChief Technology OfficerView Profile, duncan winterMichael SchlosserSVP Care Transformation And Innovation HCA HealthcareView Profile, michael schlosserAjay SinghFounderView Profile, ajay singh