Account Type***** ***Account Owner***** *******Account Opps/Deals***** *****Closed Won • Jan 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
Valeria MartinSenior Audit AssociateView Profile, Valeria MartinSteven SiwinskiOperating Principal Global Portfolio Finance LeaderView Profile, Steven SiwinskiRahul ChadhaManager Private EquityView Profile, Rahul Chadha