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
NabAssociate - Fund FinanceAug 23 - PresentBridge BankAVP, Equity Funds ResourcesOct 22- Jul 23Pacific Western BankSenior Portfolio AnalystNov 19- Sep 22