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
Principal Global ServicesSenior Portfolio StrategistFeb 22 - PresentPrincipal Asset ManagementDirector, Client Portfolio ManagerFeb 22 - PresentPrincipal Financial GroupSenior Portfolio StrategistFeb 22- Apr 24
Dan AlbarranChief Strategy OfficerView Profile, dan albarranTim LynchVice President Business DevelopmentView Profile, tim lynchLori MilhavenExecutive Vice President Strategic ProjectsView Profile, lori milhaven