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
Net Lease Capital AdvisorsManaging DirectorMay 22 - PresentMassmutual Trust CompanySales ConsultantNov 09- May 22Mfs Investment ManagementRegional Vice PresidentApr 98- Nov 08
Jim PuliaficoManaging DirectorView Profile, Jim PuliaficoAndy ThompsonPrivate Wealth AdvisorView Profile, Andy ThompsonTrevor RechnitzPrincipalView Profile, Trevor Rechnitz