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
Ia Private Wealth UsaPortfolio ManagerApr 23 - PresentIa Private WealthPortfolio Manager and Senior Wealth AdvisorFeb 23 - PresentRichardson WealthHopkins MacEachern Wealth Counsel Portfolio Manager Director Co-Head Private Client Capital MarketsNov 13- Feb 23
Ram SoyaoCo Founder Product Management LeadView Profile, Ram SoyaoJennifer ThorpeProduct Manager CLM CRM Modernization TeamView Profile, Jennifer ThorpeAshleigh EdwardsProduct ManagerView Profile, Ashleigh Edwards