Account Type****** ******Account Owner*** *******Account Opps/Deals*** ***Closed Won • Oct 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Invesco UsDefined Contribution Marketing ManagerJan 24 - PresentNew York Life InvestmentsSenior Associate- Segment MarketingAug 16- Dec 23UbsRegistered Client Service AssociateDec 12- Jul 16
Jonathan LipmanActing Communications DirectorView Profile, jonathan lipmanPeter MuellerOwnerView Profile, peter muellerKaren StejskalDirector Of Fractional MarketingView Profile, karen stejskal