Account Type******* *******Account Owner**** ***Account Opps/Deals******** *******Closed Won • Oct 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
SimplifyManaging Director, Model StrategistMay 24 - PresentGeowealthVP, Business DevelopmentFeb 19- May 24J P Morgan Asset ManagementVice President - ETF Client AdvisorFeb 16- Feb 19
Drew KoechleySr Director Of Go To Market StrategyView Profile, drew koechleyWilliam R MclaughlinVice President Strategic PartnershipsView Profile, william r. mclaughlinCharles OwenSenior Vice President Corporate DevelopmentView Profile, charles owen