Account Type**** ******Account Owner******* ***Account Opps/Deals***** ******Closed Won • Aug 24**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Policypartner LlcPolicy AnalystMar 23 - PresentGeorge Washington Socially Responsible Investment FundVice-President (Energy & Transportation sector)Aug 22- May 23Seventy 2 Capital Wealth ManagementWealth Management InternSep 22- Dec 22
Ameera PatelPlanning AnalystView Profile, ameera patelEmma SafarovaDesign ConsultantView Profile, emma safarovaEvan BaoStrategic PartnershipsView Profile, evan bao