Account Type****** *******Account Owner***** *******Account Opps/Deals****** ***Closed Won • Feb 25**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
GlenmedeVice President, Relationship Manager - Portfolio ManagementSep 18 - PresentJanney Montgomery Scott LlcAssociateNov 15- Sep 18
Jon DanielsBusiness Development ExecutiveView Profile, Jon DanielsBrenda WilsonBusiness Development ExecutiveView Profile, Brenda WilsonBrian LatchfordExecutive Director Business DevelopmentView Profile, Brian Latchford