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
Lgt Capital PartnersSenior Portfolio Manager Multi Asset ClassJan 13 - PresentDeka InvestmentHead Strategic AnalysisJan 99- Apr 05
Lisa WeltonSenior Pricing ManagerView Profile, Lisa WeltonJoani JacksonSenior AccountantView Profile, Joani JacksonChris MaurielloSr Financial Planning Practice Management ConsultantView Profile, Chris Mauriello