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
Principal Asset ManagementMarket Leader - New England | Wealth Advisory Solutions | Principal Global InvestorsNov 20 - PresentLegg Mason Acquired By Franklin TempletonDirector, Regional Director of Greater Boston RegionSep 96- Oct 20Merrill Lynch Co IncInternational Equity Assistant TraderJan 92- Jan 92
Joshua PowleyCo Founder Director Of SalesView Profile, Joshua PowleyAdam KennedyVice President Of Global SalesView Profile, Adam KennedyOr JacobovitzVP Sales Co FounderView Profile, Or Jacobovitz