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
Cambridge AssociatesInvestment AssociateJan 22 - PresentNorthwestern MutualFinancial RepresentativeAug 20- Feb 21Baystate FinancialFinancial RepresentativeFeb 20- Sep 20
Kevin RamsbyBookkeeperView Profile, Kevin RamsbyJoanna SoteriadesHead Of Fin Ops Cash ManagementView Profile, Joanna SoteriadesLucy WyldeDirector Equity AdvisoryView Profile, Lucy Wylde