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
Macquarie GroupVice President, US Wealth Practice Management at Macquarie Asset ManagementDec 22 - PresentOrionPractice Management Program ManagerFeb 20- Nov 22Accesslex InstituteMarketing Content Writer and EditorJun 19- Oct 19
Alison RandCo FounderView Profile, Alison RandAndrew GardnerCOO Co FounderView Profile, Andrew GardnerNeil PatelCo FounderView Profile, Neil Patel