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
VestmarkVice President, Advisory ConsultantMay 22 - PresentEaton VanceSenior Associate Wealth Strategy Specialist - Wealth Strategies GroupJun 15- Jun 22
Chris HopkinsVP Of Strategy Corporate DevelopmentView Profile, Chris HopkinsKyle HughesVice PresidentView Profile, Kyle HughesSteve TurleySVP Head Of Consumer Distribution Strategy Planning And InnovationView Profile, Steve Turley