Account Type******* ***Account Owner*** ********Account Opps/Deals**** ***Closed Won • Oct 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Fs InvestmentsClient Portfolio ManagerFeb 20 - PresentWilliam BlairRegional Sales DirectorJun 07- Apr 17MorningstarAccount ManagerSep 06- May 07
Daniel PriceManager Of Financial AnalysisView Profile, daniel priceTaylor HarnedAssociate DirectorView Profile, taylor harnedKenn YuPortfolio ManagerView Profile, kenn yu