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
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
Rene AlbertChief Commercial Officer CCOView Profile, Rene AlbertRobert WoffordSenior Group Sales ExecutiveView Profile, Robert WoffordJoe ClayVP Sales WMS PracticeView Profile, Joe Clay