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 InvestmentsVice President, Managing DirectorMar 98 - PresentFifth Third BankPersonal Trust AssociateJul 94- Jul 95
John ColeChief Customer OfficerView Profile, John ColeBosco LamCo FounderView Profile, Bosco LamIbraheem KhanCo FounderView Profile, Ibraheem Khan