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
Beacon PointeDirector, Head of Asset AllocationMay 17 - PresentWilshireManaging DirectorMar 03- Apr 17WtwAssociateDec 00- Mar 03
Chris DosterRegional Vice PresidentView Profile, Chris DosterJosh KahnCOO InvestmentsView Profile, Josh KahnAaron NobletVice President FinanceView Profile, Aaron Noblet