Account Type****** ***Account Owner*** ***Account Opps/Deals****** *******Closed Won • Jan 25***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Franklin TempletonSenior Vice President, Head of 529 & Insurance DistributionAug 20 - PresentLegg Mason Acquired By Franklin TempletonDirector, Co-Head US Retirement Solutions, Field SalesMar 08- Aug 20Columbia Threadneedle Investments UsVP, National Account ManagerNov 04- Mar 08
Benjamin ZoegaVice President Equity ResearchView Profile, Benjamin ZoegaSherly WirawatiSr Vice President ControllerView Profile, Sherly WirawatiJohn BarfieldVice President FP AView Profile, John Barfield