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
Gray Private Wealth LlcPartner, Chief Investment OfficerSep 15 - PresentVeritable LpPortfolio ManagerAug 07- Aug 15
Heath BVP RevenueView Profile, heath b.Colleen Hickey PleisVP US ControllerView Profile, colleen hickey pleisBrigitte M WhatleyVP Finance AccountingView Profile, brigitte m. whatley