Account Type****** ********Account Owner****** *******Account Opps/Deals*** ********Closed Won • Mar 25***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
WtwChief Investment Officer - North AmericaJun 16 - PresentMerrill LynchAssociate Investment AdvisorSep 98- Sep 01
Scott O BairdChairman OwnerView Profile, Scott O BairdJames LongerPresident TreasurerView Profile, James LongerChris Van Den BergFounder Investor ShareholderView Profile, Chris Van Den Berg