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
Independent Franchise Partners LlpSenior Portfolio SpecialistApr 21 - PresentWtwHead of Equity & Liquid Alternative Solutions, Senior Portfolio SpecialistNov 16- Apr 21
Ole Conrad SiemPartner EY Corporate FinanceView Profile, Ole Conrad SiemMatt SidesDirector Of FinanceView Profile, Matt SidesMichael BorotaRetirement Plan SpecialistView Profile, Michael Borota