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
GlenmedeManaging Director - Business Development DirectorDec 18 - PresentFieldpoint PrivateManaging Director/Senior AdvisorJan 16- Jan 18Capital Group Private Client ServicesSenior Vice President and Investment CounselorJan 03- Jan 15
Andrew De MiccoChief Operating OfficerView Profile, andrew de miccoScott KaiserExecutive Vice PresidentView Profile, scott kaiserAnne GrafficeExecutive Vice President Of Public AffairsView Profile, anne graffice