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