Account Type**** ******Account Owner******* *****Account Opps/Deals***** ******Closed Won • Dec 24***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Guggenheim PartnersRegional Vice PresidentMay 14 - PresentRs InvestmentsVP-Regional Sales DirectorDec 07- Jun 13Columbia Threadneedle Investments UsVP-Regional Sales DirectorFeb 99- Dec 07
Kristen SurritteChief Financial OfficerView Profile, kristen surrittePhoebe YiuSenior Director Global Indirect TaxView Profile, phoebe yiuSean WorkmanFounding Member CFO At BlockitView Profile, sean workman