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
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
Josune Moran FiolSenior Consultant Digital Success ManagementView Profile, josune morán fiolRaphael RuimyImplementation SpecialistView Profile, raphael ruimyBrynn LambOnboarding SpecialistView Profile, brynn lamb