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
Morgan StanleyAssistant Vice President - Relationship ManagerJan 22 - PresentFidelity InvestmentsInvestment Solutions RepresentativeMay 20- Sep 21InstructureGlobal Marketing InternJul 19- May 20
Todd ReidVice President Growth OperationsView Profile, Todd ReidCliff MartinExecutive DirectorView Profile, Cliff MartinRachael DeleonExecutive DirectorView Profile, Rachael Deleon