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
Guardian CapitalChief Executive OfficerOct 09 - PresentProperxpmCo-Founder and CEODec 23 - PresentLivlyExecutive ChairmanJan 18 - Present
Allison GershonVice President Practice Lead For Business ArchitectureView Profile, Allison GershonPippa JenmanHead Of Real AssetsView Profile, Pippa JenmanChristopher TolmanSenior Vice President Wealth ManagementView Profile, Christopher Tolman