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
TiaaHead of Institutional Sales and Consultant Relations, General Manager of Healthcare Segment Jan 12 - PresentPutnam InvestmentsManaging DirectorJan 09- Dec 11Fidelity InvestmentsSenior Vice PresidentJan 86- Dec 08
Stewart RichardsonDirector Investment Management UHNW Private ClientsView Profile, stewart richardsonJames FletcherDirector Sales Operations EMEAView Profile, james fletcherKristen VickHead Of TSD ChannelView Profile, kristen vick