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
Gemma WaltersManaged Service DirectorView Profile, Gemma WaltersDawn SerafenRetiredView Profile, Dawn SerafenKoel ChowdhurySenior Executive L DView Profile, Koel Chowdhury