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
Hazlett Burt Watson IncVice President, Financial ConsultantJan 25 - PresentVanguardSenior Manager - Nonprofit Northeast, Client Success Group at VanguardJan 09- Jan 25J P MorganIntern - Financial AnalystJan 08- Jan 08
Maura SteeleSVP Of Financial Planning AnalysisView Profile, Maura SteeleMike LeeChief Financial OfficerView Profile, Mike LeeStephany SchlafmanAVP Commercial Banking Documentation Officer IIIView Profile, Stephany Schlafman