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
Feg Investment AdvisorsChief Investment Officer / Head of Portfolio ManagementJan 04 - PresentWaddell ReedFinancial AdvisorJan 02- Jan 03
Patrick CartyVice President Head Of Compliance US Group Business And Financial Wellness InnovationView Profile, Patrick CartyDavid FinnieChief Financial OfficerView Profile, David FinnieMaikao GrareVP Strategic Finance FP AView Profile, Maikao Grare