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
Fidelity InvestmentsHead of QRI Custom SMA Investment ServicesMar 24 - PresentNewton Investment ManagementHead of US Portfolio ImplementationSep 21- Mar 24MellonManaging Director, Active Equity Portfolio ImplementationFeb 18- Aug 21
Marc MaltzPartnerView Profile, Marc MaltzRoland WakiecBusiness Director CIS AreaView Profile, Roland WakiecAlyssa ForsellVice PresidentView Profile, Alyssa Forsell