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
Planmember Financial CorporationSenior Vice President, Retail ServicesJul 01 - PresentIng BaringsAssistant Vice PresidentDec 99- Jul 01Brown Brothers HarrimanManager, Mutual FundsAug 96- Dec 99
Larry HarperVP North AmericaView Profile, Larry HarperMichael QuinnRVP TAM ServicesView Profile, Michael QuinnJoe DefranceVP Of SalesView Profile, Joe Defrance