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
Natixis Investment ManagersManaging Regional DirectorApr 14 - PresentAmerican Century InvestmentsFinancial Advisor ConsultantJan 10- Mar 14TransamericaDVP/RVPMay 08- Nov 10
Huzefa OliaChief Operating Officer Co FounderView Profile, huzefa oliaJohn CarpenterChief Operating OfficerView Profile, john carpenterMichael LammCo Founder And Managing PartnerView Profile, michael lamm