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
Cambridge AssociatesSenior Investment Director, Capital Markets ResearchSep 19 - PresentJanus Henderson InvestorsPortfolio ManagerSep 11- Dec 18CitiFund AdministratorJun 06- Dec 06
Candace ScholzDirector Of Financial PlanningView Profile, Candace ScholzDorothee PoetterSenior Director Of FinanceView Profile, Dorothee PoetterMatt RogersDirector Of Financial Planning Leveraging Technology To Enhance The Advisor Client RelationshipView Profile, Matt Rogers