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
Commonwealth SaversInvestment Advisory Committee MemberJan 22 - PresentBrockenbroughManaging Director, Institutional InvestmentsJan 19 - PresentVerger Capital ManagementManaging DirectorMay 14- Dec 18
Kay Lynn WilliamsonAccounting AssistantView Profile, Kay Lynn WilliamsonMax KaneAssistant Management AccountantView Profile, Max KaneSteve RankineInvestment Committee MemberView Profile, Steve Rankine