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
F L Putnam Investment Management CompanyPrivate Client AdvisorDec 20 - PresentBoston PrivateSenior Client AssociateFeb 16- Dec 20
Meredith GrahamAssistant ControllerView Profile, meredith grahamLauren CooneyAssociateView Profile, lauren cooneyVanessa YuenAssociateView Profile, vanessa yuen