Account Type*** *****Account Owner*** *****Account Opps/Deals**** ********Closed Won • Dec 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Juniper SquareAssistant Manager, Fund AdministrationMar 22 - PresentSs C GlobeopAssociate Manager - Investor Services Feb 21- Mar 22TdRelationship Manager - Retail Investment Specialist Feb 19- Jan 21
Chloe PhamAssociateView Profile, chloe phamDaniel BaeVP Of FinanceView Profile, daniel baeHelen BurtSenior UnderwriterView Profile, helen burt