Account Type****** ****Account Owner***** ******Account Opps/Deals******* ********Closed Won • Mar 25**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Boston Family Advisors LlcChief Operating OfficerJan 20 - PresentBfa Private Opportunities FundGeneral PartnerSep 21 - PresentThruwayCorporate Vice PresidentJun 12- Jan 19