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
Cohen SteersSVP - Senior RIA Consultant - East RegionAug 05 - PresentU S TrustRegional SalesFeb 04- Jul 05Morgan StanleyInternal WholesalerJan 00- Jan 04
Hugh WilsonSr Director Business Development Alliance ManagementView Profile, Hugh WilsonMatthew SmithSenior Executive Medical DirectorView Profile, Matthew SmithLaura CruzVice President Client Experience B 2 B Technology Venture CapitalView Profile, Laura Cruz