Account Type******** *****Account Owner*** *****Account Opps/Deals*** ***Closed Won • Nov 24**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
MontaguInvestment DirectorFeb 20 - PresentApollo Global Management IncAssociate - Private EquityAug 17- Dec 19J P MorganAssociate - Investment BankingMar 13- Jul 17
Karen ZelbyStrategic FinanceView Profile, karen zelbyEric PorschSenior Director Retirement Services Brokerage Dallas Branch Office ManagerView Profile, eric porschMichael TerranovaSenior Manager Financial Planning And AnalysisView Profile, michael terranova