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
GlenmedeVice President, Portfolio ManagementOct 18 - PresentPncInvestment AdvisorAug 17- Oct 18Vigilant Wealth ManagementInvestment AssociateJun 13- Feb 16
Joy MartinezSenior Director Of GTM Operations Strategy Client LeadView Profile, joy martinezDrew TaylorDirector Of Corporate Development StrategyView Profile, drew taylorAni RangarajanProduct Strategy OfficerView Profile, ani rangarajan