Account Type******* ****Account Owner*** *******Account Opps/Deals**** ***Closed Won • Oct 24****K $Closed
*** *****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Progress PartnersVice President, Head of Sponsor Coverage Jul 21 - PresentBrown Brothers HarrimanPrivate Wealth ManagementAug 13- Jul 21
Aaron SohdiHead Of Business Development At Alt AssetsView Profile, aaron sohdiIrene ChaneySales Manager Portfolio Team New York 6 Month RotationView Profile, irene chaneyYana BeekerSales DirectorView Profile, yana beeker