Account Type**** ******Account Owner***** ******Account Opps/Deals******** ***Closed Won • Nov 24****K $Closed
******* ********Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Putnam InvestmentsClient Portfolio ManagerMay 23 - PresentMorgan StanleyInstitutional Consulting Analyst - Graystone ConsultingApr 21- May 23Natixis Investment ManagersRegional DirectorJul 16- Apr 21
Julie MogabAccounting Success Manager IView Profile, julie mogabTaylor FisherFounding Team Senior Financial AnalystView Profile, taylor fisherGreg UmhoeferFinance ManagerView Profile, greg umhoefer