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
Kayne AndersonVice President - Intermediary Business DevelopmentJan 24 - PresentPeak Capital SolutionsSenior Vice PresidentJun 23- Jan 24Principal Asset ManagementSenior DirectorJul 20- Jun 23
Eli PotterCIO Executive In Residence Sales CSView Profile, Eli PotterBill LennieExecutive Vice President Outside Sales ServicesView Profile, Bill LennieJerome SimsSenior Director North American SalesView Profile, Jerome Sims