Account Type******* ********Account Owner******* ******Account Opps/Deals**** ******Closed Won • Mar 25***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Cambridge AssociatesInvestment AssociateJan 22 - PresentNorthwestern MutualFinancial RepresentativeAug 20- Feb 21Baystate FinancialFinancial RepresentativeFeb 20- Sep 20