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
Virtus Investment PartnersVice President, Mutual Fund Tax DirectorJul 20 - PresentGmoAssistant Treasurer, Head of Mutual Fund Tax, Tax ManagerApr 07- Dec 19Mfs Investment ManagementAssistant Vice-President, Tax ManagerJan 00- Mar 07
David SiebertVP Of AccountingView Profile, David SiebertJesse SmithVice President Of Consumer LendingView Profile, Jesse SmithJames RichardsSenior Financial Advisor First Vice President Investments Fundamental Choice Portfolio ManagerView Profile, James Richards