Account Type****** *******Account Owner****** ****Account Opps/Deals**** *******Closed Won • Feb 25**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
San Francisco Employees Retirement System SfersInvestment Officer of Private CreditFeb 23 - PresentSummit Trail AdvisorsRelationship ManagerMar 17- Jan 23Goldman SachsWealth Management ProfessionalJul 15- Feb 17
Korena GibsonInsurance AgentView Profile, Korena GibsonMichael LucianoAssociate Sponsor FinanceView Profile, Michael LucianoJinal ShahBusiness AnalystView Profile, Jinal Shah