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
KbwEuropean Sales Trading - Managing DirectorNov 15 - PresentDundee Capital MarketsSales Trader - PartnerFeb 13- Nov 15
Jeanmarie HerzogVice President Account ExecutiveView Profile, jeanmarie herzogMatt ForsdickVice President Client Relationship Management Brookfield Oaktree Wealth SolutionsView Profile, matt forsdickAdam E BurkeEVP Chief Revenue OfficerView Profile, adam e. burke