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
Inverness Counsel LlcOperations AnalystJan 10- Jun 21Cohen SteersMutual Fund SpecialistOct 05- Feb 09
Zack RobertshawSenior Implementation SpecialistView Profile, zack robertshawKorey TuttleService Delivery ManagerView Profile, korey tuttleKelly WannBusiness Operations Training DirectorView Profile, kelly wann