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
BairdFinancial Advisor, DirectorOct 22 - PresentHefren Tillotson IncSenior Vice PresidentJul 98- Oct 22
Melissa MikulakPortfolio ManagerView Profile, Melissa MikulakVirginia Garcia DorantesManagement AccountantView Profile, Virginia Garcia DorantesFrederico LupiPortfolio Manager Agora FundView Profile, Frederico Lupi