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
ZenarateManager of FP&A and Strategic InitiativesJul 23 - PresentVolition CapitalAssociateAug 20- Jun 23Dbo Partners Acquired By Piper SandlerInvestment Banking Summer AnalystJun 19- Aug 19
Jordan WellerPortfolio Implementation Specialist Active EquityView Profile, Jordan WellerPhani SunkariAssociate Director Integrated Business PlanningView Profile, Phani SunkariAndy Levy StevensonAcademic EditorView Profile, Andy Levy Stevenson