Account Type******* ******Account Owner****** ***Account Opps/Deals**** ***Closed Won • Oct 24****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 SalesJul 22- Apr 24Magnifi By TifinDirector, Asset Management Fund Sponsorship Sales Oct 21- Jul 22
Laura NaughtonSales ManagerView Profile, laura naughtonSteven TurpinDirector Of Sales Customer Solutions NumismaticsView Profile, steven turpinJennifer SyRegional Director Of Business DevelopmentView Profile, jennifer sy