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
Boston UniversityAssociate Director, Finance and Research AdministrationJan 23 - PresentLinevisionBusiness Operations ManagerJan 21- Jan 23Brandeis UniversityAssociate Director of Finance & AdministrationJan 16- Jan 21
Matthew QuerzeFinancial Planner Investment Advisor Retirement Plan ConsultantView Profile, Matthew QuerzePreeti KakkarPre Merger Integration ManagerView Profile, Preeti KakkarJaimeson SmithPrivate Wealth ManagerView Profile, Jaimeson Smith