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
State Street Global AdvisorsVice President, Institutional Sales, Northeast and Midwest DivisionsFeb 22 - PresentStonecastleVice President, Relationship Manager, RIA and Intermediary Sales Jan 21- Jan 22Turning Pointe FinancialFinancial RepresentativeJan 20- Dec 20
Courtney OfenlochIdn Executive Account SpecialistView Profile, courtney ofenlochGavin HaigExecutive Vice President Chief Commercial OfficerView Profile, gavin haigRichard R HooperVice President Of SalesView Profile, richard r. hooper