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
Cohen SteersVice President, DCIO SpecialistMay 22 - PresentCommonwealth Financial NetworkFinancial AdvisorAug 19- May 22OppenheimerfundsVice President, DCIO , Senior Retirement ConsultantAug 06- Aug 19
Dan MarksVice President OperationsView Profile, Dan MarksDuane GraupmanVice President Global Advanced Manufacturing ExcellenceView Profile, Duane GraupmanDenise GonzalesExecutive Operational Planning DirectorView Profile, Denise Gonzales