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
Jordan Park GroupSenior Vice President, Investment ManagementJan 21 - PresentJordan Park Trust CompanyPortfolio Manager & Senior Investment AnalystNov 20- Dec 20Perspecta TrustVice President, Portfolio Manager & Senior Investment AnalystNov 14- Oct 20
Jeffrey OdomSenior Vice President Financial AdvisorView Profile, jeffrey odomDaniel Foster JrChief Financial OfficerView Profile, daniel foster jr.Andrew BrayChief Financial OfficerView Profile, andrew bray