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
VestmarkVice President, Advisory ConsultantMay 22 - PresentEaton VanceSenior Associate Wealth Strategy Specialist - Wealth Strategies GroupJun 15- Jun 22
Jeffrey DonaldsonSenior Executive Vice PresidentView Profile, jeffrey donaldsonDan RoseumSVP Director Of Architecture Strategy Innovation For AMG Private Bank Corporate FunctionsView Profile, dan roseumStacey WrightSenior Director Of Strategic InitiativesView Profile, stacey wright