Account Type******* *****Account Owner**** *****Account Opps/Deals***** ****Closed Won • Nov 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Aegon Asset ManagementClient Portfolio ManagerMay 22 - PresentWilliam BlairWilliam Blair Investment ManagementDec 17- Apr 22Janus Henderson InvestorsJanus Henderson InvestorsApr 15- Jun 17
Elan BeckerVirtual CFO Cash Flow StrategistView Profile, elan beckerMark WegrzynCFO Advisor ConsultantView Profile, mark wegrzynKrystal WutohFinance AnalystView Profile, krystal wutoh