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
Brendan BurkeETF Direct Indexing SpecialistView Profile, Brendan BurkeJeff KirchickLimited Partner Stage 2 Capital CatalystView Profile, Jeff KirchickLauren TwistSenior AssociateView Profile, Lauren Twist