Account Type****** *****Account Owner****** ********Account Opps/Deals**** ****Closed Won • Jan 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
RampNew BusinessAug 24 - PresentRialto CapitalCapital Formation Co-opJan 23- Jun 23Mfs Investment ManagementDealer Relations Co-opJan 22- Jun 22
Zac RabeBusiness Relationship ManagerView Profile, Zac RabeDave TaylorHelping Financial Advisors Build Consistent And Predictable PipelineView Profile, Dave TaylorJason AdairCRO Executive Sales AdvisorView Profile, Jason Adair