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
CacheClient Solutions & Investor Relations LeadApr 24 - PresentVestmarkVice President, Direct Indexing SalesJan 22- Jan 24Eaton VanceExternal Wholesaler/Regional Director, Eaton Vance Distributors Member FINRA/SIPCJan 17- Jan 21
Ken HydzikExecutive Vice President Of SalesView Profile, Ken HydzikTim AbeytaVice President National Accounts Channel PartnershipsView Profile, Tim AbeytaLogan RManaging Director Platform Sales AnalyticsView Profile, Logan R