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
Alphacore Wealth AdvisoryChief Investment OfficerJan 23 - PresentPoint 72Portfolio ManagerApr 04- Dec 09T Rowe PriceVice President, Portfolio ManagerJul 98- Mar 04
Steve WeberPresident CEO Paper Trl IncView Profile, steve weberMonish K BhatiaChief Financial Officer Chief Information OfficerView Profile, monish k bhatiaCharlie MorrisChief Investment OfficerView Profile, charlie morris