Account Type******** ****Account Owner*** ***Account Opps/Deals***** ******Closed Won • Jan 25**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Morgan StanleyVice President, Emerging & Diverse Asset ManagersOct 22 - PresentMonument GroupAnalystOct 19- Aug 22One Charles Private WealthAssociate Relationship ManagerMay 18- Sep 19
Avi YanusCFO DirectorView Profile, Avi YanusDavid PollakDirector Of Capital PartneringView Profile, David PollakKatie PettyjohnDirector Finance And Business OperationsView Profile, Katie Pettyjohn