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
Western Asset ManagementGlobal Account Transition SpecialistOct 22 - PresentKayne Anderson RudnickInvestment Advisor AssociateDec 21- Oct 22First Republic Private Wealth ManagementAdvisor Onboarding AssociateApr 20- Dec 21
Francesca BonanEcommerce ManagerView Profile, Francesca BonanGeoff HendricksKey Account ExecutiveView Profile, Geoff HendricksKevin BolandAccount Executive Mid MarketView Profile, Kevin Boland