Account Type***** ***Account Owner**** ***Account Opps/Deals**** *****Closed Won • Dec 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Edward JonesFinancial AdvisorJun 21 - PresentFranklin TempletonVice President, Regional SalesSep 18- Sep 19SeiRegional Vice PresidentDec 16- Sep 18
Forrest OsgoodAssociate Private FundsView Profile, forrest osgoodJackson LeeInvestment Banking AnalystView Profile, jackson leeCameron MacdonaldAssistant ControllerView Profile, cameron macdonald