Account Type******* ***Account Owner****** ****Account Opps/Deals******** ********Closed Won • Oct 24****K $Closed
*** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Kayne Anderson RudnickSenior Investment Advisor AssociateJul 20 - PresentNorth Pier Fiduciary ManagementAnalyst & Operations ManagerJun 16- Jul 20North Pier Search ConsultingAnalystJun 16- Jul 20
Peter TranInvestments Underwriting Financial ResearchView Profile, peter tranAmy WaiteAssociateView Profile, amy waiteDanny MazzolaFinancial Planning ConsultantView Profile, danny mazzola