Account Type***** ****Account Owner******** ******Account Opps/Deals*** *******Closed Won • Dec 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Osage Venture PartnersFund AccountantJan 23 - PresentSeiFund AccountantJun 21- Jan 23Wsfs BankSummer Associate InternJun 19- Aug 19
Jeff McguireVice President Managed Money Desk ManagerView Profile, jeff mcguireSherif RamzyFinance Director Financial Planning Analysis And Finance SystemsView Profile, sherif ramzyAmy CarlsonRetirement Plan SpecialistView Profile, amy carlson