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
Policypartner LlcDigital Assets PolicyMar 23 - PresentGeorge Washington Socially Responsible Investment FundVice-President (Energy & Transportation sector)Aug 22- May 23Seventy 2 Capital Wealth ManagementWealth Management InternSep 22- Dec 22
Matt VosAssistant ControllerView Profile, Matt VosKatie RogersTreasury Management And Financial ControllerView Profile, Katie RogersJiaqi WangAssociateView Profile, Jiaqi Wang