Account Type******** ***Account Owner******* *****Account Opps/Deals******* ******Closed Won • Oct 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
John Hancock Investment ManagementInvestment ConsultantApr 16 - PresentNatixis Investment ManagersVice President - Portfolio ConsultantJul 11- Apr 16Bank Of AmericaVice President, Investment Strategies ResourcesJun 08- Jun 09
Daniel BarthulyLead Strategic Planning InnovationView Profile, daniel barthulyStephen JackmanInvestment ConsultantView Profile, stephen jackmanVivek RamakrishnanSenior AdvisorView Profile, vivek ramakrishnan