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
VestVice President of SalesJun 24 - PresentCharles SchwabDirector, RIA SalesJan 19- Jun 24Invesco LtdInternal Sales ConsultantApr 15- Dec 18
Simon CuttsSenior Director Retail PartnershipsView Profile, Simon CuttsJohn MosesSenior Vice President Of SalesView Profile, John MosesKen TangrediVice President Of SalesView Profile, Ken Tangredi