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
MarinerDirector, Investments Education & TrainingOct 22 - PresentFuse Research NetworkAssociate Director of ResearchJan 18- Oct 22One Charles Private WealthAssociate Relationship ManagerMar 17- Jan 18
Josh ElserManaging DirectorView Profile, josh elserCasey PegramSupervising Producer PodcastsView Profile, casey pegramStacey MarshExecutive AssistantView Profile, stacey marsh