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
MonetaPartnerOct 18 - PresentStifel Financial CorpSenior Wealth StrategistNov 15- Sep 18MetlifeSenior Advanced Markets ConsultantJun 01- Jun 04
Mark BuckleyPartnerView Profile, Mark BuckleyKab BurgessManager Business Development RepresentativesView Profile, Kab BurgessNicole TinneszSenior Manager Global Business DevelopmentView Profile, Nicole Tinnesz