Account Type****** *****Account Owner****** ***Account Opps/Deals**** ********Closed Won • Dec 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
William BlairWealth AdvisorSep 21 - PresentTdInvestment AdvisorDec 09- Sep 21CitiSenior Portfolio ManagerSep 98- Dec 09
Connor RenshawAssociateView Profile, connor renshawJasmine ChonManager Financial ReportingView Profile, jasmine chonJames EssonFinancial DirectorView Profile, james esson