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
Themes EtfsVice President, Investment StrategistJan 23 - PresentVestVice President, Product ManagementJan 20- Jan 23Raymond JamesInvestment Strategy AnalystJan 16- Jan 20
Ricardo CreightonVP FinanceView Profile, ricardo creightonMarty WillettChief Financial OfficerView Profile, marty willettCara IbbotsonVP FP AView Profile, cara ibbotson