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
Nicholas OmicioliSenior Investment Portfolio AnalystView Profile, Nicholas OmicioliStewart MartinSenior Investment Consultant Direct Indexing And OCIO SolutionsView Profile, Stewart MartinLaura SchwermerDirector Of Finance And OperationsView Profile, Laura Schwermer