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
Scope GroupSales Manager - Mutual Funds & AIFOct 23 - PresentPwc(Senior) Consultant - Asset & Wealth ManagementAug 21- Sep 23Zurich InsuranceConsultant Investment Management & Accounting AdministrationJun 20- Jul 21
Brianna LambDirector Of Enterprise GrowthView Profile, brianna lambAdam CowieSenior Enterprise New Business DirectorView Profile, adam cowieJessica SheaISV Partner Sales ManagerView Profile, jessica shea