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
CaptrustVice President | Financial AdvisorDec 18 - PresentBlackrockManager Securities Lending Operations, Vice PresidentOct 12- Jun 16Wells FargoManager Investment Operations, VP, ClearLend SecuritiesJan 03- Jan 12
Oliver NormanVice President Financial AdvisorView Profile, oliver normanMarty HomanSenior Vice President FinanceView Profile, marty homanAdam WeberSenior Vice President Accounting And FinanceView Profile, adam weber