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
On 24Order Administration & BillingJun 22 - PresentDynataCustomer Success ManagerApr 17- Jun 22ChaseTellerMar 10- Dec 12
Joe GoldrickPartner Secondary InvestmentsView Profile, joe goldrickAnthony DinovellaSr Wealth AdvisorView Profile, anthony dinovellaElizabeth ShaheenPrivate Banker Financial Sponsors GroupView Profile, elizabeth shaheen