Account Type******** *******Account Owner*** ******Account Opps/Deals**** ***Closed Won • Nov 24****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Natixis Investment ManagersSales ManagerJun 19 - PresentInsigneoFinancial AdvisorJan 12- Jan 19Wells Fargo AdvisorsFinancial AdvisorJan 05- Jan 10
Pat HatcherExecutive Sales RepresentativeView Profile, pat hatcherGaneaysh MahajanDeputy Sales ManagerView Profile, ganeaysh mahajanNate BiddickHead Of Advisor Growth SolutionsView Profile, nate biddick