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
William BlairInternational Equity Portfolio SpecialistJul 21 - PresentMatthews AsiaPortfolio StrategistJan 18- Jul 21William BlairSr. Investment Manager AnalystApr 07- Dec 16
Joe MangiameleFinancial PlannerView Profile, joe mangiameleZach SpicerCorporate ControllerView Profile, zach spicerVeronica ColyerFINANCE CUSTOMER SERVICEView Profile, veronica colyer