Account Type*** *****Account Owner******* *******Account Opps/Deals******** *******Closed Won • Jul 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Capita Financial NetworkHead of Wealth ManagementMay 24 - PresentCharles SchwabDirector - Wealth & Asset Management SolutionsJan 15- Jun 24Fidelity InvestmentsSenior DirectorJan 07- Jan 15
Sally ShiProgram Manager IIView Profile, sally shiGrace GohManager Of Business SystemsView Profile, grace gohTomoko HanamataProject Manager For Digital Business And Client Relation OmnichannelView Profile, tomoko hanamata