Account Type******** ********Account Owner****** ******Account Opps/Deals******* *****Closed Won • Oct 24**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Carter FundsVP Sales, RIA’s & Family OfficesAug 22- Apr 24Triton Pacific Securities LlcAssociate Vice PresidentOct 21- Jul 22Dws GroupSales AssociateMar 20- Oct 21
Anna ConnorsSVP Platforms Financial Services SalesView Profile, anna connorsMichael RiggsVice President Strategic Account ManagementView Profile, michael riggsGeo AExecutive Director Of Strategic SalesView Profile, geo a.