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
Brown AdvisoryPrivate Client Senior Relationship AssociateDec 19 - PresentVanguardBrokerage Investment ProfessionalSep 18- Dec 19EnterpriseManagement Trainee InternJun 17- Aug 17
Tim SheehanSales ManagerView Profile, Tim SheehanRyan MathewsChairman Of Sales And Marketing CommitteeView Profile, Ryan MathewsDerek WheelerAccount ExecutiveView Profile, Derek Wheeler