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
AristotleSenior Vice PresidentApr 23 - PresentPacific LifeClient Portfolio Manager | Mutual Funds | RIA West CoastAug 13- Apr 23Goldman Sachs AycoPortfolio StrategistJul 07- Apr 13
Brandon KuglinBusiness Development SpecialistView Profile, Brandon KuglinLuke EckleyChief Revenue OfficerView Profile, Luke EckleyNicolette ManuelDirector Of SalesView Profile, Nicolette Manuel