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
Mfs Investment ManagementInvestment Officer - Portfolio Manager, Institutional Portfolio Manager at MFS Investment ManagementMar 10 - PresentPutnam InvestmentsVice President, Investment Product ManagerJan 01- Mar 10Charles SchwabInvestment SpecialistJan 00- Jan 01
William PoonAssociateView Profile, William PoonDan FinneganDirector Of Finance Investment ManagementView Profile, Dan FinneganNelson EubankDirector Of CB Finance ArizonaView Profile, Nelson Eubank