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
Evoke AdvisorsSenior Vice President - Investment ResearchSep 20 - PresentBel Air Investment AdvisorsAssociateJul 15- Sep 20
Jason Van NamenArea Vice President Financial ServicesView Profile, Jason Van NamenRoy FieldsChief Financial OfficerView Profile, Roy FieldsSusan KaneChief Financial OfficerView Profile, Susan Kane