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
Pathway Capital ManagementHead of Wealth ManagementJun 23 - PresentBlackrockDivisional DirectorJul 17- Mar 23Goldman SachsStrategist for Alternative investmentsJun 98- Jun 17
Daniel WaltonDirector Of Financial Planning And AnalysisView Profile, Daniel WaltonPreston HarperFinance DirectorView Profile, Preston HarperDanielle DifatoSenior Director Of Financial Planning And AnalysisView Profile, Danielle Difato