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
Kate A EngelExecutive DirectorView Profile, Kate A EngelBilly RiceVP Business DevelopmentView Profile, Billy RiceJames HarrisVP Business DevelopmentView Profile, James Harris