Account Type******* ******Account Owner**** *******Account Opps/Deals***** *****Closed Won • Mar 25****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
GlasfundsChief Investment OfficerNov 21 - PresentKey WealthManaging Director, Portfolio Strategy and Multi-Strategy ResearchDec 07- Nov 21Apple Growth PartnersSenior Valuation AnalystOct 05- Dec 07