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
Lovell Minnick Partners LlcVice PresidentAug 19 - PresentCitiInvestment Banking AnalystJun 16- Jun 19PfmClient Services Group Intern - PFM Asset Management, LLCJun 15- Aug 15
Joe CarterVice PresidentView Profile, Joe CarterAshley TaylorDirector Of Customer Success Strategy FoundryView Profile, Ashley TaylorMarcus ToberSVP Enterprise SolutionsView Profile, Marcus Tober