Account Type*** ***Account Owner**** *******Account Opps/Deals***** ***Closed Won • Jan 25**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
Lee GoldVice President Strategy And OperationsView Profile, Lee GoldJohn EVice President Corporate DevelopmentView Profile, John EAmit VarmaVice President Business ConsultingView Profile, Amit Varma