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
J P Morgan Private BankManaging Director, Head of US Core and Advisory Investment Product DevelopmentAug 23 - PresentNuveen A Tiaa CompanySenior Managing Director, Head of SMA ProductMay 22- May 23Franklin TempletonSVP, Head of Separately Managed AccountsMar 19- May 22
Rich SmithOwner Co Founder Chief Marketing OfficerView Profile, Rich SmithCameron GunterChief Executive OfficerView Profile, Cameron GunterJonathan KirchnerFounder CEOView Profile, Jonathan Kirchner