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
Invesco UsSenior Client Portfolio ManagerSep 22 - PresentJpmorganchaseExecutive Director, Investment SpecialistSep 17- Sep 22BlackrockVice President, Smart Beta Investment StrategistNov 07- Sep 17
John MartinezSenior Participant EducatorView Profile, John MartinezLoren OconnorSenior Customer Success ManagerView Profile, Loren OconnorLarissa SchacheSenior Customer Experience ManagerView Profile, Larissa Schache