Account Type******* ***Account Owner**** *******Account Opps/Deals******* ******Closed Won • Dec 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
Dan BarkanDirector Of FinanceView Profile, dan barkanCatherine SeeberPrincipal Financial AdvisorView Profile, catherine seeberSam GormanHead Of M AView Profile, sam gorman