Account Type**** ***Account Owner*** ****Account Opps/Deals***** *****Closed Won • Feb 25***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
IcapitalSenior Vice PresidentNov 24 - PresentAsset VantageManaging DirectorSep 17 - PresentSei Family Office ServicesManaging Director, Institutional RelationshipsAug 16- Aug 17
Adam CookCustomer EngineerView Profile, Adam CookGraeme FarnieNet Suite UK Practice LeadView Profile, Graeme FarnieTammy HinsonIndependent ContractorView Profile, Tammy Hinson