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
M FundsPortfolio ManagerAug 18 - PresentAlaia Capital LlcPortfolio ManagerJan 18 - PresentMassmutualFinancial AdvisorApr 17- Jan 18
Laura ScheerProduct Vendor ManagerView Profile, Laura ScheerAdeel MalikTechnical Analyst Product SpecialistView Profile, Adeel MalikBrian JackmanProduct ManagerView Profile, Brian Jackman