Account Type**** ****Account Owner******** *****Account Opps/Deals******* ******Closed Won • Nov 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Guggenheim PartnersInvestment Banking Vice-PresidentJan 18 - PresentMycio Wealth PartnersManagerJan 13- Jan 17
Ilana GreenDirector Of Finance And StrategyView Profile, ilana greenGreg MeyerChief Financial OfficerView Profile, greg meyerBrad FinklePresident TIAA CREF FundsView Profile, brad finkle