Account Type****** ***Account Owner**** ******Account Opps/Deals*** ***Closed Won • Nov 24**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
VanguardDirector, Corporate Accounting OperationsSep 21 - PresentEyAssurance Senior Manager - Financial ServicesOct 07- Sep 21
Harold PatchSenior Director Fund AdministrationView Profile, harold patchCameron HeasleyCertified Financial PlannerView Profile, cameron heasleyJoshua BrownSenior Investment AssociateView Profile, joshua brown