Account Type*** ****Account Owner*** ********Account Opps/Deals******** ***Closed Won • Feb 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Wellington ManagementAssistant Vice President, Private InvestmentsJan 22 - PresentManulife Investment ManagementMarketing Manager, Private MarketsSep 19- Jan 22Natixis Investment ManagersMarketing ManagerNov 17- Feb 19
Sam KleinVice President Investment BankingView Profile, Sam KleinChris LaveryChief Financial OfficerView Profile, Chris LaveryJohn FeliceSENIOR FINANCE DIRECTOR GLOBAL REVENUE OPERATIONS TEAMView Profile, John Felice