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
NewportSenior Investment AnalystJan 20- Feb 23FinexioDirector Of OperationsJul 18- Jan 20Bny PershingSenior Supervisor, Mutual Fund Trade DeskJul 12- Oct 16
Greg FrankowiakLDA Vice President OperationsView Profile, Greg FrankowiakMira Israeli AmitVice President OperationsView Profile, Mira Israeli AmitBrett FrevertManaging DirectorView Profile, Brett Frevert