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
Carter FundsSenior Vice President, RIA & Family Office DistributionAug 23 - PresentPpb Capital PartnersDirector of Advisor RelationsJan 20- Jan 22Virtus Real Estate CapitalDirector of Capital DevelopmentJan 17- Jan 20
Cole KroachVP New VerticalsView Profile, Cole KroachBrian CashVice President SalesView Profile, Brian CashBryan WongVice President Global Client SolutionsView Profile, Bryan Wong