Account Type******** ***Account Owner*** *****Account Opps/Deals***** ***Closed Won • Dec 24****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Cambridge AssociatesDirector, Business Development, Private Client PracticeSep 19 - PresentCw AdvisorsVice President, Business DevelopmentMay 15- Feb 16J P MorganInternal Client AdvisorJun 13- May 15
Lori SmartBusiness Development ManagerView Profile, lori smartSean GoldieDirector Of Sales Mid MarketView Profile, sean goldieJoe WoodDirector Of Sales WestView Profile, joe wood