Account Type******** *****Account Owner***** ********Account Opps/Deals*** *******Closed Won • Jan 25***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
Stephanie WhitneyDeal Desk ManagerView Profile, Stephanie WhitneyErika PettersenSenior Finance ManagerView Profile, Erika PettersenAugust WolfFinancial AdvisorView Profile, August Wolf