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
3 Edge Asset ManagementChief Operating Officer & Chief Compliance Officer Jan 16 - PresentBalentineDirector of Client ServiceJan 12- Oct 15
James HolderChief Servicing OfficerView Profile, James HolderBenjamin SmithChief Operating OfficerView Profile, Benjamin SmithKevin BridgesChief Operating OfficerView Profile, Kevin Bridges