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 InvestmentsWorkplace planning associateFeb 24 - PresentJpmorganchaseAssociate BankerSep 23- Feb 24XtropyAccount ExecutiveMar 23- Aug 23
Omer LevySustainability SpecialistView Profile, omer levyLindsay BernhagenSenior Learning Experience DesignerView Profile, lindsay bernhagenJack DoyleEditorView Profile, jack doyle