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
Brown AdvisoryPrivate Client Relationship AdvisorJul 11 - PresentFbr Capital Markets CoVice President, Asset ManagementMay 99- Jul 11
Shan HartsoughClient Relations ManagerView Profile, Shan HartsoughJack UlmerCustomer Success ManagerView Profile, Jack UlmerJay ShahCustomer SuccessView Profile, Jay Shah