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
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
James LewisAssociate DirectorView Profile, James LewisMichael NelsonClient Portfolio ManagerView Profile, Michael NelsonJames GreenwoodSenior Pricing AnalystView Profile, James Greenwood