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
William BlairIncoming Investment Banking AnalystNov 24 - PresentBrown Socially Responsible Investment FundCo PresidentSep 23 - PresentBoston Meridian PartnersSummer InternshipJun 24- Sep 24
Clive PaveyGroup Finance DirectorView Profile, Clive PaveyKaitlyn ElySenior Tax AnalystView Profile, Kaitlyn ElyKevin WalkushPortfolio ManagerView Profile, Kevin Walkush