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
Fidelity InvestmentsDirect Lending AssociateJul 24 - PresentLincoln InternationalInvestment Banking AnalystJun 21- Jun 24The Krause FundEquity Research AnalystAug 20- Dec 20
Lisa PalermoExpense AnalystView Profile, Lisa PalermoTy CollinsInvestment Operations AssociateView Profile, Ty CollinsJuliette OlivarezSalesforce Business AnalystView Profile, Juliette Olivarez