Account Type******** ***Account Owner*** ********Account Opps/Deals**** *******Closed Won • Nov 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Legal General Investment Management LgimSenior Portfolio ManagerJan 16 - PresentPimcoVice President, Portfolio ManagerJan 09- Jan 16Morgan StanleySenior Consultant, Estate Planning Consultant, Financial AdvisorJan 01- Jan 09
Matt WardPortfolio ManagerView Profile, matt wardKristin AlvarezSenior Manager Treasury And InsuranceView Profile, kristin alvarezRonda SnyderAssociate DirectorView Profile, ronda snyder