Account Type*** ******Account Owner******* ***Account Opps/Deals******** ****Closed Won • May 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
DoublelineRelationship ManagerMay 24 - PresentColumbia UniversityLecturerJul 21 - PresentDimensional Fund AdvisorsVice President | Broker Dealer Advisor GroupNov 22- May 24