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
Cohen SteersSenior Vice President, Wealth Management Consultant-Pac NW/HIDec 22 - PresentPutnam InvestmentsSr. Regional Advisor ConsultantSep 97- Dec 22Amundi UsRetirement Plans TransferSep 95- Sep 97
Daniel FrechenVP Mergers AcquisitionsView Profile, Daniel FrechenScott ConleySENIOR VICE PRESIDENT NORTH AMERICA HEAD OF TECHNOLOGY AND OPERATIONS FINANCEView Profile, Scott ConleyRebecca E LillyFamily Wealth Director Vice President Financial AdvisorView Profile, Rebecca E Lilly