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
Cerulli AssociatesDirector, Institutional PracticeMay 12 - PresentCambridge AssociatesAssociate Director, Client Relationship ManagementMar 07- Sep 11Manulife Investment ManagementClient Relationship Officer, Institutional Sales & ServicesJan 05- Feb 07
Morgan MitchellAccount ManagerView Profile, Morgan MitchellDavid HenrySales Development ManagerView Profile, David HenryOtto BauerHead Of SalesView Profile, Otto Bauer