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
The Carlyle GroupRegional Director, Family Wealth-SouthwestJul 24 - PresentApollo Global Management IncDirectorMar 23- Jul 24Lord Abbett Co LlcRegional ManagerNov 16- Apr 23
Alex WolfsonSales Manager Large EnterpriseView Profile, Alex WolfsonAnkur PassiAdvisor CROView Profile, Ankur PassiAndrew HarperCMISR L 2 KY Southern OH IN WVView Profile, Andrew Harper