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
T Rowe PriceLead Manager Global Client & Investment Reporting Jan 16 - PresentM G InvestmentsSenior Client Reporting AnalystJun 09- Dec 15
Kyle JonasSenior Customer Success ManagerView Profile, Kyle JonasDavid OrtizSenior Implementation Support SpecialistView Profile, David OrtizJosh LucasSenior Customer Solutions ArchitectView Profile, Josh Lucas