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
ParametricExecutive Director, Institutional Client Investment and Fund AccountingNov 22- Jun 24Childrens MinnesotaDirector, Investment OperationsMar 22- Nov 22Ameriprise Financial Services LlcSenior Director, Investment Operations - Ameriprise Trust CompanyFeb 15- Feb 22
Peter RichardVP FinanceView Profile, peter richardRoger MetzChief Financial OfficerView Profile, roger metzThomas Tom C KennedyPresident And CFO North AmericaView Profile, thomas (tom) c kennedy