Account Type***** ********Account Owner*** ****Account Opps/Deals******** ******Closed Won • Dec 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
William BlairFinancial AdvisorMay 18 - PresentUbsFinancial AdvisorJan 00- Jan 06Loansnap IncAdvisorJan 96- Jan 00
Jo LeachFinancial AssistantView Profile, jo leachJonathan CurteisPortfolio Manager Global Bond StrategiesView Profile, jonathan curteisCindy WodeckiControllerView Profile, cindy wodecki