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
Principal Asset ManagementDirector - Wealth Advisory (Ohio)Nov 23 - PresentProsharesRegional Vice President: Great LakesJul 14- Nov 23Calvert Research And ManagementRegional Sales Consultant: Mid-Atlantic & New YorkApr 13- Jul 14
Edward ShengHead Of Asset Allocation And Portfolio ManagerView Profile, Edward ShengJoe RDirector Private EquityView Profile, Joe RJeremiah WingstedtLegislative DirectorView Profile, Jeremiah Wingstedt