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
Jensen Investment ManagementDirector, Institutional Sales and Client ServiceJul 22 - PresentThornburg Investment ManagementRegional Director, Western U.S. and CanadaJun 18- Jul 22Mellon CapitalDirector, Head of Global Consultant RelationsMar 13- Dec 17
Russell WoolfolkSales DirectorView Profile, Russell WoolfolkCynthia ShepherdDirector Of Inside SalesView Profile, Cynthia ShepherdBrennan WergleySales DirectorView Profile, Brennan Wergley