Account Type**** *****Account Owner***** ******Account Opps/Deals******** ******Closed Won • Jan 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
Reija JanttiVice President Client DevelopmentView Profile, Reija JanttiRobert BattistaEVP Advisory SolutionsView Profile, Robert BattistaRobert DavyChief Revenue Officer CROView Profile, Robert Davy