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
Ritholtz Wealth ManagementDirector of Institutional Asset ManagementSep 15 - PresentVan Andel InstituteInvestment AnalystJul 07- Sep 15Janney Montgomery Scott LlcResearch InternAug 03- Dec 03
Ollie SutherinChief Financial OfficerView Profile, Ollie SutherinJohn CarrollSVP Head Of Insurance Annuities US And CanadaView Profile, John CarrollStacy FarmerChief Financial OfficerView Profile, Stacy Farmer