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
Canoe FinancialDistrict Vice PresidentJul 22 - PresentNinepoint PartnersVice President, Product Specialist Mar 20- Jul 22Russell InvestmentsRegional DirectorFeb 18- Jul 19
Daniel HoldenGroup Chief Executive OfficerView Profile, Daniel HoldenSteven LichlyterDirector Company PlanningView Profile, Steven LichlyterJohn MeyerFounder CEOView Profile, John Meyer