Account Type*** ********Account Owner**** ***Account Opps/Deals****** ***Closed Won • Jan 25**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
State StreetRelationship Manager, Alternatives Aug 17 - PresentPutnam InvestmentsInvestment Director, Fixed IncomeJan 13- Jan 16Fidelity InvestmentsSenior Associate, Fixed Income SalesJan 05- Jan 12
Mcphee ZhangCustomer Success Partner Sales Operation GCAView Profile, Mcphee ZhangAngela MaurusAccount ExecutiveView Profile, Angela MaurusPatrick MurphySr Manager Solutions Engineering Financial ServicesView Profile, Patrick Murphy