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
IcapitalVice President, Business DevelopmentOct 24 - PresentBettermentAdvisor Sales ManagerSep 23- Oct 24Cohen SteersDirector, DCIO SpecialistJan 18- Dec 21
Jerry PilatoVP Business DevelopmentView Profile, Jerry PilatoKorne SchulenburgExecutive DirectorView Profile, Korne SchulenburgJeana WhiteVice President Of New VenturesView Profile, Jeana White