Account Type*** *****Account Owner******* ******Account Opps/Deals****** ******Closed Won • Feb 25**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Interactive BrokersInstitutional Sales - RIA/Hedge Fund/Asset ManagerJan 20 - PresentHowe Rusling Wealth ManagementDirector of EquitiesJan 17- Jan 20Wescott Financial Advisory Group LlcChief Investment Officer - OCIOJan 16- Jan 17
Alan JacobSales EngineerView Profile, Alan JacobKiran TyagiEnterprise Account ExecutiveView Profile, Kiran TyagiRob FitzgeraldSales Development Manager Americas Majors Strategics AccountsView Profile, Rob Fitzgerald