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
Michael MeyersSenior Vice President Investments StifelView Profile, Michael MeyersErin McclaffertyExecutive Director Registered FundsView Profile, Erin McclaffertyFraser CrawfordChief Financial OfficerView Profile, Fraser Crawford