Account Type******* ***Account Owner**** *****Account Opps/Deals******* ******Closed Won • Feb 25***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
GmoFinancial Reporting Manager & Assistant TreasurerOct 12 - PresentState StreetFinancial Reporting - Assistant Director (Officer)May 07- Sep 12
Michelle MoserFinance ManagerView Profile, Michelle MoserRichard LouisWealth PlannerView Profile, Richard LouisJared EngelInvestment DirectorView Profile, Jared Engel