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
Gray Private Wealth LlcPartner, Chief Investment OfficerSep 15 - PresentVeritable LpPortfolio ManagerAug 07- Aug 15
Steven OlsonConsulting CFO At Escalon Outsourced Finance Accounting And HRView Profile, steven olsonDavid LevinsonAssistant Vice President Global Risk AnalyticsView Profile, david levinsonTrevor McevoyVP Corporate ControllerView Profile, trevor mcevoy