Account Type******* *****Account Owner*** *******Account Opps/Deals****** *****Closed Won • Mar 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