Account Type****** ********Account Owner******** ****Account Opps/Deals***** ******Closed Won • Mar 25****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Fort Washington Investment Advisors IncClient Portfolio ManagerSep 23 - PresentGuggenheim PartnersPortfolio ManagerAug 15- Sep 23EyFinancial Services Organization-AssuranceJan 13- Jun 14