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