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
Stephanie SmithVice President Head Of IQ StrategyView Profile, Stephanie SmithAmy Shulkowski CusackAVP Innovation And StrategyView Profile, Amy Shulkowski CusackMark G CannonVice President General ManagerView Profile, Mark G Cannon