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
North Square InvestmentsFounding Memeber/Vice PresidentAug 18 - PresentOak Ridge InvestmentsRegional DirectorSep 14- Aug 18TransamericaWholesaler/ConsultantOct 11- Sep 14
Zorian RotenbergPE Operating Partner GTMView Profile, Zorian RotenbergMark StivingFounderView Profile, Mark StivingStephanie CurtisVice PresidentView Profile, Stephanie Curtis