Account Type*** *******Account Owner******** ********Account Opps/Deals******* *****Closed Won • May 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