Account Type******** ***Account Owner***** ****Account Opps/Deals******** ****Closed Won • Nov 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
Joseph HuffnagleHead Of Strategic Solutions And AlliancesView Profile, joseph huffnagleWilliam ParkerBoard Member Branding Integrated CommunicationsView Profile, william parkerRichard ThoenyExecutive Vice President Product StrategyView Profile, richard thoeny