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
Guggenheim PartnersVice President - Asset Services - Corporate ActionAug 13 - PresentCharles SchwabOperations ManagerJun 06- Jun 13CitadelFinancial Data AnalystNov 04- Dec 05
Kateri ShirleyVP Of FinanceView Profile, Kateri ShirleyChad BozzaChief Investment Officer U S InvestmentsView Profile, Chad BozzaSam HotchkissVP Finance TreasurerView Profile, Sam Hotchkiss