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
GlenmedeVice President, Portfolio ManagementOct 18 - PresentPncInvestment AdvisorAug 17- Oct 18Vigilant Wealth ManagementInvestment AssociateJun 13- Feb 16
Kelly DaltonVice President Of Strategic AlliancesView Profile, kelly daltonAngie WangHead Of Business Strategy And OperationsView Profile, angie wangDharmesh JoshiVice President Strategy PlanningView Profile, dharmesh joshi