Account Type**** ***Account Owner******** *****Account Opps/Deals*** *******Closed Won • Nov 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
Frank HoganManaging Director Financial AdvisorView Profile, frank hoganShmulik FriedPartnerView Profile, shmulik friedCasper Ricard MadsenVP Of FinanceView Profile, casper ricard madsen