Account Type****** ********Account Owner**** *****Account Opps/Deals****** ********Closed Won • Oct 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Harbourvest PartnersManaging Director, Head of Organization Effectiveness Jun 19 - PresentColumbia Threadneedle Investments UsManaging Director, Head of Private Wealth Management and Defined Contribution Investment-OnlyJan 10- Apr 16Bank Of AmericaBusiness Support Executive, Columbia ManagementJul 02- Jan 10
Asi BartfeldChairmanView Profile, asi bartfeldAndrew DoughtyCo FounderView Profile, andrew doughtyBenjamin RuthCo FounderView Profile, benjamin ruth