Account Type******** *****Account Owner**** ****Account Opps/Deals**** ******Closed Won • Oct 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
VestmarkAnalystNov 22 - PresentWindrose AdvisorsClient Service AssociateSep 21- Oct 22First Republic Private Wealth ManagementWealth Advisor AssociateNov 17- Sep 21
Tristan DemuthBusiness Data AnalystView Profile, tristan demuthPaul LordVP Analyst Supply Chain ResearchView Profile, paul lordS Sushree SangeetaBusiness Data AnalystView Profile, s sushree sangeeta