Account Type*** ***Account Owner***** *******Account Opps/Deals****** ****Closed Won • Jan 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Planmember Financial CorporationChief Investment OfficerAug 94 - PresentDeleteV.P., Trust InvestmentsJan 91- Aug 94
Andre MartinsCFO Western EuropeView Profile, Andre MartinsBen MccreryChief Credit Officer Co FounderView Profile, Ben MccrerySuzanne BernardNot For Profit Outsourced Chief Investment Officer OCIO Practice LeadView Profile, Suzanne Bernard