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
Marsh MclennanSVP, Global Advisory Marketing, MarshJan 21 - PresentProgress PartnersExecutive In Residence (EIR)Mar 22 - PresentFidelity InvestmentsStrategy & Insights, Personal Investing, Wealth ManagementJul 20- Jun 21