Account Type**** ********Account Owner***** ***Account Opps/Deals****** ********Closed Won • Oct 24**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
TradebotPortfolio ManagerJan 25 - PresentFs InvestmentsPortfolio ManagerMay 18- Jan 25Waddell ReedPortfolio ManagerJun 07- May 18
Michelle WillisPortfolio ControllerView Profile, michelle willisAjay RoyanView Profile, ajay royanTammy PreshawSchool Finance Business PartnerView Profile, tammy preshaw