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
MarinerDirector, Investments Education & TrainingOct 22 - PresentFuse Research NetworkAssociate Director of ResearchJan 18- Oct 22One Charles Private WealthAssociate Relationship ManagerMar 17- Jan 18
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