Account Type***** ****Account Owner*** *****Account Opps/Deals**** *******Closed Won • Jan 25***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Convergency PartnersManaging PartnerJun 20 - PresentBlackrockManaging Director Head of US Wealth AdvisoryMar 05- Jun 20Putnam InvestmentsHead of Institutional SalesJan 99- Feb 05
Melissa RentfroEnterprise Business Development ManagerView Profile, Melissa RentfroJohn M T BalmerProfessor Emeritus Brunel Business SchoolView Profile, John M T BalmerMatt BiehlerRegional Partner Manager Majors EastView Profile, Matt Biehler