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
Peakspan CapitalChief Financial Officer / CCOJun 15 - PresentThe Carlyle GroupGlobal Market StrategiesJun 13- Jun 15EyFinancial Services OfficeJun 07- Jun 13
Bruce ZimmermanAnnuity Case ManagerView Profile, Bruce ZimmermanLewis CawleyFinancial Planning AnalysisView Profile, Lewis CawleyCal GrantHead Of PaymentsView Profile, Cal Grant