Account Type******* *****Account Owner****** ****Account Opps/Deals******* ****Closed Won • Jan 25**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Fisher InvestmentsClient Development Vice PresidentJan 25 - PresentLincoln FinancialAVP, Director of Participant Engagement, SE Region May 04- Apr 24
Rehbar NeaziAssistant Vice President SalesView Profile, Rehbar NeaziPreston ZellerChief Growth OfficerView Profile, Preston ZellerRyan CooperSenior Director Sales EastView Profile, Ryan Cooper