Account Type******** ***Account Owner**** ******Account Opps/Deals******** ********Closed Won • Oct 24****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
William BlairSenior Investment SpecialistJan 19 - PresentBrown AdvisoryPortfolio ManagerNov 02- Jan 19
Jim DekkerSenior Investment ManagerView Profile, jim dekkerYesika RodriguezSenior AccountantView Profile, yesika rodriguezScott EdgcombSr Strategist Investment Product SpecialistView Profile, scott edgcomb