Account Type****** *******Account Owner*** ***Account Opps/Deals***** *****Closed Won • Dec 24****K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Partners GroupSenior Client Relationship ManagerDec 23 - PresentNeuberger BermanSVP - Client Advisor to RIAs, MFOs & Private BanksSep 16- Dec 23Wells FargoSVP - Alternative Investment ConsultantOct 03- Sep 16
Kirsty BeestonEngagement ManagerView Profile, kirsty beestonCassie JensenDirector Of Customer ExperienceView Profile, cassie jensenJenni HamillSr Customer Experience ManagerView Profile, jenni hamill