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
Portfolio AdvisorsSenior Associate, Institutional Business DevelopmentAug 24 - PresentRockefeller Capital ManagementAssociate Vice President, Investment StrategistOct 23- Jul 24Goldman SachsAssociate, Lead Portfolio ManagerSep 18- Oct 23