Account Type******** ***Account Owner*** ********Account Opps/Deals******** *****Closed Won • Jan 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
Paul MercerFounder And DirectorView Profile, Paul MercerRene ObermannManaging Director Co Head Of EuropeView Profile, Rene ObermannManuel GonzalezCo FounderView Profile, Manuel Gonzalez