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
TiaaHead of Institutional Sales and Consultant Relations, General Manager of Healthcare Segment Jan 12 - PresentPutnam InvestmentsManaging DirectorJan 09- Jan 11Fidelity InvestmentsSenior Vice PresidentJan 86- Jan 08
Jake WilsonAccount ExecutiveView Profile, Jake WilsonAlex DuchovnyRegional Sales ManagerView Profile, Alex DuchovnyLewis TseLicensed Real Estate SalespersonView Profile, Lewis Tse