Account Type*** ******Account Owner****** ********Account Opps/Deals**** ******Closed Won • Mar 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
David WilliamsExecutive Consultant Strategic Growth LeadershipView Profile, David WilliamsKarina KoganVice President Partnership DevelopmentView Profile, Karina KoganCrystal RhoadsVice President Technology TransformationView Profile, Crystal Rhoads