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
Capital GroupVice President Wealth Management ConsultantSep 24 - PresentPgim InvestmentsVice President, Regional Sales CoordinatorApr 14- Sep 24
Tom CowardChief Financial OfficerView Profile, tom cowardJames GiallorenzoFinance Director Real EstateView Profile, james giallorenzoLacy GauthierVice President Of Treasury Tax And Risk ManagementView Profile, lacy gauthier -