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
Canoe FinancialDistrict Vice PresidentJul 22 - PresentNinepoint PartnersVice President, Product Specialist Mar 20- Jul 22Russell InvestmentsRegional DirectorFeb 18- Jul 19
Carles CampsImpact Growth ExecutiveView Profile, Carles CampsAlicia MosesVP PartnershipsView Profile, Alicia MosesKara GaylordVice President Of Business DevelopmentView Profile, Kara Gaylord