Account Type******** ***Account Owner*** ***Account Opps/Deals******* *****Closed Won • Oct 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Advisor GroupAVP, Investment Research and Product Due Diligence Nov 18 - PresentJohn Hancock Investment ManagementSenior Product Marketing ManagerJun 06- Oct 11Lincoln FinancialSenior Product Marketing ManagerJan 00- Jun 06
Adib PerControleur FinancierView Profile, adib perJosh WrightBalance Sheet StrategistView Profile, josh wrightJonathan MillerAdvisor Residential Real Estate FundView Profile, jonathan miller