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