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
Focus Partners WealthVice ChairSep 24 - PresentHoylecohen Wealth ManagementCEO & Managing DirectorApr 07- Mar 25Boston Consulting Group BcgDirector & Vice PresidentAug 86- Mar 99
Jeffrey FossSenior Vice President Transformation Business Integration DirectorView Profile, Jeffrey FossEmil CristianHead Of Global Launch ExcellenceView Profile, Emil CristianSamantha LockwoodVice President PMOView Profile, Samantha Lockwood