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
Brighton JonesLead AdvisorJul 21- Jan 01Fisher InvestmentsInvestment CounselorMar 18- Jul 21Fidelity InvestmentsHigh Net Worth Representative IIMar 12- Mar 18
Hayley ClymerProject Manager Global TA EnablementView Profile, Hayley ClymerSydney KingPharmacistView Profile, Sydney KingAkshat PJunior AssociateView Profile, Akshat P