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
Usi Consulting GroupSenior Relationship Manager / Investment ConsultantDec 24 - PresentPrincipal Asset ManagementInvestment SpecialistJun 20- Jun 24Wells FargoVice President, Investment Product SpecialistNov 95- Jun 20
Rachel MalloyKey Account ManagerView Profile, Rachel MalloyChris AyotteMultimedia Account ManagerView Profile, Chris AyotteRachel RoseSenior Account ManagerView Profile, Rachel Rose