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
AristotleSenior Vice PresidentApr 23 - PresentPacific LifeClient Portfolio Manager | Mutual Funds | RIA West CoastAug 13- Apr 23Goldman Sachs AycoPortfolio StrategistJul 07- Apr 13
Karen BowmanVP Of Channel And Alliances At Level AIView Profile, Karen BowmanJustin FlitterFounderView Profile, Justin FlitterMichael McnamaraVice PresidentView Profile, Michael Mcnamara