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
Cambridge AssociatesOutsourced Chief Investment Officer and Investment AdvisorJan 03 - PresentWillamette Management AssociatesValuation AnalystJan 98- Jan 03
Reena PatelStrategy Operations Executive Corporate Finance Investment BankingView Profile, reena patelScott LoomisChief Financial OfficerView Profile, scott loomisRandy KingsfordChief Financial OfficerView Profile, randy kingsford