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
Wellesley CollegeDirector of Investment OperationsNov 24 - PresentTiff Investment ManagementExecutive Director, Head of Investment Operations, Portfolio Analytics & ReportingJul 11- Nov 24Hamilton LaneClient Portfolio Analysis & Reporting Co-opApr 08- Sep 08
Jordan ThompsonFinancial Planning And Analysis ManagerView Profile, jordan thompsonMark FunaroDirector Retirement And Income SolutionsView Profile, mark funaroMariana FiguerasFinance Accountant ControllerView Profile, mariana figueras