Account Type******** ******Account Owner*** *******Account Opps/Deals******* *****Closed Won • Jan 25****K $Closed
*** *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Lgt Capital PartnersExecutive Director - Private Equity Co-InvestmentApr 15 - PresentCredit SuisseInternship - Relationship ManagementJul 13- Sep 13Lgt Capital PartnersInternship - Business Controlling/ Private Equity Investment ControllingApr 12- Aug 12
Jen OlsonVP FinanceView Profile, Jen OlsonAshley ManestarSVP FinanceView Profile, Ashley ManestarMatthew DunphyFinancial Advisor Chief Operating Officer Morgan Wealth Advisory GroupView Profile, Matthew Dunphy