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