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
FullpathBusiness Application ManagerJan 23 - PresentWindwardProduct ManagerMar 22- Dec 22OurcrowdProduct ManagerMay 19- Mar 22
Kevin NatalieProject ManagerView Profile, Kevin NatalieDavid BrownAVP Investment Advisory Operations ComplianceView Profile, David BrownJackie SteeleClient Operations ManagerView Profile, Jackie Steele