Account Type*** ******Account Owner**** ***Account Opps/Deals***** ******Closed Won • Dec 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Jm SearchPartner and Practice Leader - Financial Services/FintechMay 18 - PresentKaplan PartnersManaging DirectorJan 08- Apr 18Financial Asset Management Systems Inc FamsChief Operating OfficerJan 07- Jan 08
Stephen SwensenChief Investment Officer Co FounderView Profile, stephen swensenIsabel BSenior Vice President Strategic Finance OperationsView Profile, isabel b.Maria IzurietaChief Financial OfficerView Profile, maria izurieta