Account Type***** *****Account Owner******* *******Account Opps/Deals******** ****Closed Won • Dec 24****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Partners GroupClient Relationship ManagerOct 22 - PresentSchrodersKey Account ManagerOct 20- Oct 22Insignia FinancialPractice Development ConsultantMay 18- Oct 20
Ian DealeCustomer Experience SpecialistView Profile, ian dealeJulieta LopezAccount Manager Key AccountView Profile, julieta lopezAlyssa FransenOnboarding SpecialistView Profile, alyssa fransen