Account Type******** ******Account Owner***** ***Account Opps/Deals*** ****Closed Won • Feb 25****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Franklin TempletonSVP, Client AdvisorAug 24 - PresentLucid Management And Capital Partners LpManaging DirectorApr 23- May 24Columbia Threadneedle Investments UsSenior Institutional Sales Executive - Southeast at Columbia Threadneedle InvestmentsJun 22- Apr 23
Jason KernerSVP Solutions Engineering Implementation Customer SuccessView Profile, Jason KernerPhil HeinVice President Client ExecutiveView Profile, Phil HeinWilliam SimpsonVice President Of Customer SuccessView Profile, William Simpson