Account Type***** *****Account Owner******** ****Account Opps/Deals*** *******Closed Won • Feb 25***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Capstone Investment AdvisorsClient Solutions AnalystJun 22 - PresentNatixis Investment ManagersInvestment Solutions Portfolio AnalystJul 21- May 22Kings Investment SocietyEquity AnalystJan 21- Dec 21
Arthur JamesAssociate Account ExecutiveView Profile, Arthur JamesJohn HerzigAccount Executive EnterpriseView Profile, John HerzigColleen HodgeEnterprise Account ManagerView Profile, Colleen Hodge