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
The Carlyle GroupPrincipal, Global Wealth - RIA & Family OfficeApr 23 - PresentLord Abbett Co LlcBusiness Development Director, Strategic RIA GroupJul 15- Mar 23Spencer StuartSummer Reseach AnalystMay 14- Aug 14
Tina MarshallAccountingView Profile, Tina MarshallJessica LairdFinance And Marketing LeadView Profile, Jessica LairdBrooke SchneiderBDR Team LeadView Profile, Brooke Schneider