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
OrionSenior Investment Consultant/Direct Indexing and OCIO SolutionsJul 24 - PresentNatixis Investment ManagersSenior Vice President/Managing Regional Director Jan 12- Jan 23Davis AdvisorsRegional Director/Vice President: External Wholesaler Jan 00- Jan 10
Sarah BellamyInvestments Senior AssociateView Profile, Sarah BellamyJoel JasenofBilling SupervisorView Profile, Joel JasenofJordan JakubovitzAsset LeaderView Profile, Jordan Jakubovitz