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
CaptrustSenior Executive Assistant to Chief Investment OfficerOct 19 - PresentBoston AdvisorsCompliance AssociateFeb 04- Dec 08H C Wainwright Co LlcCompliance AssociateFeb 95- Jun 03
Alan GouldPresidentView Profile, alan gouldDavid ChauvinRetiredView Profile, david chauvinMike LoughRetiredView Profile, mike lough