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
Aegon Asset ManagementClient Portfolio ManagerMay 22 - PresentWilliam BlairWilliam Blair Investment ManagementDec 17- Apr 22Janus Henderson InvestorsJanus Henderson InvestorsApr 15- Jun 17
Patrick BevanAssociate Wealth AdvisorView Profile, Patrick BevanKatrin HuberSenior FP A ManagerView Profile, Katrin HuberRoberto KimuraDirector Of FP A And ControllerView Profile, Roberto Kimura