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
Mfs Investment ManagementClient Service Manager, Global Client ServicesOct 09 - PresentPutnam InvestmentsClient Service RepresentativeJun 08- Oct 09
Quinn WitskenEngagement ManagerView Profile, quinn witskenRobert Rj RiveraTeam LeadView Profile, robert (rj) riveraLouis LittleSenior Manager Wealth Client ServicesView Profile, louis little