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
Arborview CapitalChief Financial OfficerJan 22 - PresentThe Carlyle GroupVice PresidentApr 01- Aug 17KpmgSenior AccountantJan 98- Jan 01
James GoodingVice President Private Wealth Client ServicesView Profile, James GoodingChris KopeckyChief Financial OfficerView Profile, Chris KopeckyAndre LeviChief Financial Officer PartnerView Profile, Andre Levi