Account Type**** *****Account Owner***** *****Account Opps/Deals******* *******Closed Won • Nov 24****K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsFinancial ConsultantNov 21 - PresentFisher InvestmentsRegional Vice PresidentMar 21- Apr 22Franklin TempletonNational Sales Director-Wholsaler Insurance and Subadvisory, Mutual Funds, Annuities, DCIO, IndexedSep 04- May 19
Carolyn PadburyFinance ManagerView Profile, carolyn padburyDaniel BrodmanControllerView Profile, daniel brodmanRobin CampanaControllerView Profile, robin campana