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
CircleciHead of Strategic FinanceApr 20 - PresentMillenniumInvestorMar 17- Mar 19Putnam InvestmentsInvestment AssociateJul 15- Feb 17
Paul MckelveyInvestment Banking Specialty FinanceView Profile, Paul MckelveyStephanie BerrioPayment Solutions Manager At Onyx Center SourceView Profile, Stephanie BerrioRoman CadalbertHead Finance OperationsView Profile, Roman Cadalbert