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
MorningstarManaging Director of the Americas, Morningstar WealthJun 21 - PresentMoney Management InstituteMember - Board of GovernorsJul 22- Jul 24State Street Global AdvisorsManaging Director, Head of ETF Model Portfolios & Advised SolutionsDec 13- May 21
Scott OsmondVP FinanceView Profile, Scott OsmondLior ZitershpilerChief Financial OfficerView Profile, Lior ZitershpilerAshley DexterCo Founder And CFOView Profile, Ashley Dexter