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
Convergency PartnersManaging PartnerJun 20 - PresentBlackrockManaging Director Head of US Wealth AdvisoryMar 05- Jun 20Putnam InvestmentsHead of Institutional SalesJan 99- Feb 05
Nicholas VivarCity Partnership ManagerView Profile, Nicholas VivarLeila WozniakBusiness Development ManagerView Profile, Leila WozniakJames CampbellBusiness DevelopmentView Profile, James Campbell