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
J P MorganVice PresidentOct 17 - PresentFisher InvestmentsPortfolio and Research Implementation AssociateSep 15- Sep 17
Angie KleinSenior Vice PresidentView Profile, Angie KleinOren YahavVice President Of Business DevelopmentView Profile, Oren YahavDaniel ShafferVice President The Catalyst GroupView Profile, Daniel Shaffer