Account Type****** ***Account Owner******* ******Account Opps/Deals**** ****Closed Won • Nov 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Principal Asset ManagementPortfolio Management AssociateMay 22 - PresentCottingham ButlerClient Management InternMay 20- Jun 20
Sarah GarfieldSenior AccountantView Profile, sarah garfieldGina VitaleSenior Associate Financial Planning AnalysisView Profile, gina vitaleAthan NatsuesAssociateView Profile, athan natsues