Account Type****** ******Account Owner****** *****Account Opps/Deals******* *****Closed Won • Feb 25****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Ia Private WealthSenior Investment AdvisorJan 21 - PresentHolliswealthSenior Investment AdvisorMay 17- Jan 21Natixis Investment ManagersManaging Regional DirectorDec 14- May 17
Adam CrawfordInvestment Banking Senior AnalystView Profile, Adam CrawfordKirandeep GrewalManager Billing Emerging And High Growth CompaniesView Profile, Kirandeep GrewalAndrew MoengenSenior AccountantView Profile, Andrew Moengen