Account Type*** ********Account Owner******* ********Account Opps/Deals****** *******Closed Won • Aug 24***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
Jon LockwoodFinance DirectorView Profile, jon lockwoodWilliam Bill JacobiDirector Client Success ManagementView Profile, william (bill) jacobiBryan McgrathCFO COO Board MemberView Profile, bryan mcgrath