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
Acatis Investment Kvg MbhSales Executive | Wholesale & Institutional ClientsApr 25 - PresentScope GroupSales Manager - Mutual Funds & AIFOct 23- Mar 25Pwc(Senior) Associate - Asset & Wealth ManagementAug 21- Sep 23
Alecia D SpencerVP Of SalesView Profile, Alecia D SpencerJoe EskenaziChief Revenue Officer CROView Profile, Joe EskenaziBrandt NelsonVice President SalesView Profile, Brandt Nelson