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
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
Trevor SorensenSr Director Of FinanceView Profile, Trevor SorensenSilky KunduFinancial AccountantView Profile, Silky KunduChris KwokAssociateView Profile, Chris Kwok