Account Type***** ********Account Owner****** *****Account Opps/Deals****** ********Closed Won • Feb 25***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Dynasty Financial PartnersChief Financial Officer, Managing DirectorJun 12 - PresentKkrAnalyst, Client & Partner GroupAug 09- Aug 10Merrill LynchAnalyst, PE Funds Group, Investment BankingJul 08- Jul 09
Alyson LevettNED Chair Of The Audit Risk CommitteeView Profile, Alyson LevettAlvin LeeChief Investment OfficerView Profile, Alvin LeeGeoff HowardExecutive Director Branch Manager At Wells Fargo AdvisorsView Profile, Geoff Howard