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
Edward JonesFinancial AdvisorJul 18 - PresentFederated HermesVice PresidentMay 08- Nov 17Putnam InvestmentsRegional Sales AssociateJul 02- Apr 08
Jennifer MarcilFinancial Planning And Analysis SpecialistView Profile, Jennifer MarcilIan JonesSenior Finance Manager Logistics IndirectsView Profile, Ian JonesAmanda ShahHead Of Investment Product Implementation Portfolio Review DepartmentView Profile, Amanda Shah