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
Fisher InvestmentsClient Development Vice PresidentJan 25 - PresentLincoln FinancialAVP, Director of Participant Engagement, SE Region May 04- Apr 24
Collette BernardVice President Open Banking Partnerships And Customer SuccessView Profile, Collette BernardLouis TeplisEVP National Account DevelopmentView Profile, Louis TeplisJeff StricklandEVP President Assurant Global AutomotiveView Profile, Jeff Strickland