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
Wisdomtree Asset ManagementHead Of Portfolio Solutions And Investment StrategyFeb 17 - PresentBlackrockManaging Director-Head Of U.S. Wealth Advisory Retirement BusinessJan 06- Dec 16Goldman SachsVice PresidentJan 97- Jan 00
Omar HalabySenior Director Strategy Business Development NAM OrganizationView Profile, Omar HalabyEden CarrDirector Of ImpactView Profile, Eden CarrAdrian LandrumDirector Of Digital StrategyView Profile, Adrian Landrum