Account Type**** *******Account Owner*** ****Account Opps/Deals******* ******Closed Won • Nov 24***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Newton Investment ManagementGlobal Head of Portfolio OversightMay 22 - PresentWellington ManagementDirector, IPFS Operational Risk, Investment Product And Fund StrategiesMar 00- May 22Investors Bank TrustManagerAug 94- Mar 00
Kait HardimanFounder And OwnerView Profile, kait hardimanTravis NelsonVP Head Of Advisor ServicesView Profile, travis nelsonBrian DoylePrincipal Chief Operating OfficerView Profile, brian doyle