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
Strategic Investment GroupSenior Analyst, Client DevelopmentAug 23 - PresentCambridge AssociatesInvestment Performance AnalystJun 21- Aug 23William MarySenior InterviewerMay 20- Nov 20
Eric LorenzenRegional Sales ManagerView Profile, Eric LorenzenJamie ChermakSr Sales Development Manager EventsView Profile, Jamie ChermakErica Buzby CaldwellPrivate Client Advisor At Foundation SourceView Profile, Erica Buzby Caldwell