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
IcapitalSenior Vice PresidentJan 23 - PresentSimon Markets LlcSenior Relationship Manager - RIA (Acquired by iCapital)Jan 22- Jan 23Western Southern Financial GroupSr. Regional Vice President - External WholesalerMar 09- Jan 21
Christopher GormanVice President AcquisitionsView Profile, Christopher GormanAndrew SPresidentView Profile, Andrew SVikram DattaSenior Vice President Public Affairs Strategy And TransformationView Profile, Vikram Datta