Account Type***** ******Account Owner**** *****Account Opps/Deals****** ********Closed Won • Dec 24****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
2 13 Strategic PartnersSenior Wealth Management Associate Jan 24 - PresentVanguardProcessing AssociateSep 12- Jan 24PbsDirector, Corporate SupportJan 98- Dec 00
Conor TownleyPrivate Equity AssociateView Profile, conor townleyEmily BassalianPrivate Markets Associate Investment ManagementView Profile, emily bassalianLeigh HaasMortgage Loan Officer NMLS 1464765View Profile, leigh haas