Account Type****** *****Account Owner****** ****Account Opps/Deals**** ****Closed Won • Nov 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Lightyear CapitalPrincipalJul 21 - PresentReverence Capital PartnersInvestorNov 15- Jul 21Sageview CapitalAssociateAug 12- Aug 15
David SerraPartnerView Profile, david serraMousumi ChatterjeeAdvisory Board MemberView Profile, mousumi chatterjeeJennifer Danna BoyceGroup Retirement Events ManagerView Profile, jennifer d'anna boyce