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
The Roosevelt Investment Group LlcDirector of Marketing Jan 11 - PresentHennion WalshInternal Wholesaler for SmartGrowth Mutual FundsSep 09- Jan 11Prudential Equity GroupAssociate - Senior Sales Associate, Institutional Equity SalesOct 05- Jun 07
Judith YaniPortfolio Marketing DirectorView Profile, Judith YaniChuck Anderson WeirSenior Director Marketing MeasurementView Profile, Chuck Anderson WeirKatie DollardHead Of MarketingView Profile, Katie Dollard