Account Type*** ********Account Owner******** *******Account Opps/Deals***** ******Closed Won • Aug 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Engineers GatePortfolio ManagerSep 23 - PresentCapstone Investment AdvisorsPortfolio ManagerMay 21- Aug 23Summer Road LlcPortfolio ManagerNov 14- May 21
David M JohnsonCFOView Profile, david m. johnsonFinancial AdvisorExpert Financial Advisor With Harvard Doctorate Degree OfferView Profile, financial advisorSteven MckillopCorporate ControllerView Profile, steven mckillop