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
Macquarie GroupSenior Managing Director, Head of Wealth DistributionFeb 24 - PresentCohen SteersExecutive Vice President, Head of Wealth ManagementJan 23- Feb 24Pgim InvestmentsExecutive Vice President, Head of PGIM Investments InternationalOct 05- May 22
Nicola BoreanSr Director FinanceView Profile, Nicola BoreanMonique AldermanDirector Investment OperationsView Profile, Monique AldermanRandy RasmussenSr Director FinanceView Profile, Randy Rasmussen