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
NewportSenior Investment ConsultantJan 13 - PresentState StreetSSgA Insure-Vest(tm)Nov 07- Jan 09Standish Mellon Asset Management CompanySales and Client ServiceNov 03- Nov 05
Yuan WangSenior Global AccountantView Profile, Yuan WangJosh EkolaSr Financial AdvisorView Profile, Josh EkolaJeremy RederSenior Strategic Pricing AnalystView Profile, Jeremy Reder