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
Macquarie GroupHead of U.S. Wealth Channel MarketingJun 22 - PresentPgim InvestmentsVice President, Head of U.S. Independent Broker Dealer Client MarketingApr 16- Jun 22BlackrockVice PresidentSep 09- Mar 16
Morgan FriedelField Marketing ManagerView Profile, Morgan FriedelTim MclainMarketing DirectorView Profile, Tim MclainSharon FoleyMarketing Operations ManagerView Profile, Sharon Foley