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
Appleton Partners IncVP, Institutional Sales and MarketingSep 14 - PresentMorgan StanleyRegistered AssociateMar 12- Aug 14Federated HermesInternal SMA WholesalerAug 10- Oct 11
Heidi R SnyderVice President Of Sales Transact Infrastructure North America LATAM EuropeView Profile, Heidi R SnyderVickie Jennings SmithOwnerView Profile, Vickie Jennings SmithChris PetitVice President Of SalesView Profile, Chris Petit