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
TiaaSr. Director | Sr. Relationship ManagerJan 24 - PresentFidelity InvestmentsFinancial Consultant | Wealth AdvisorJan 20- Jan 24BlackrockDirector | Sr. Relationship Manager | Product SpecialistJan 16- Jan 19
Kendra BitnerDirector Learning Development ProgramsView Profile, Kendra BitnerTracy YouHR DirectorView Profile, Tracy YouRachael KeoghHead Of People OperationsView Profile, Rachael Keogh