Account Type*** *****Account Owner*** ******Account Opps/Deals***** ****Closed Won • Dec 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
Joe FitzpatrickVice President Inorganic Growth And Business DevelopmentView Profile, joe fitzpatrickClif CritchlowChief Solutions OfficerView Profile, clif critchlowMar ZumaqueroGlobal Innovation Management DirectorView Profile, mar zumaquero