Account Type***** ******Account Owner*** ***Account Opps/Deals**** ********Closed Won • Oct 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
Courtney WebbSenior AccountantView Profile, courtney webbNate KovitzAsset ManagerView Profile, nate kovitzEstelle Joy Tan RinoFinancial AccountantView Profile, estelle joy tan riño