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
Seven Canyons AdvisorsHead of Client Service/Business DevelopmentNov 23 - PresentJosselynExecutive Board Member-TreasurerJan 22 - PresentEpoch Investment Partners IncManaging DirectorApr 17- Mar 23
Cedar SmithDirector Of Client ServicesView Profile, Cedar SmithAndrew MccarthyDirector Of Client Support EnablementView Profile, Andrew MccarthyShandi MichnoHead Of Onboarding Training ProgramsView Profile, Shandi Michno