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
Manulife Investment ManagementAssistant Vice President, Wealth and Asset Management FP&AJun 21 - PresentBayshore HealthcareManager Financial Planning and AnalysisJan 17- Dec 18AppleFinancial Planning and AnalysisJan 13- Feb 16
Richard GerwitzManaging Director Citi Community CapitalView Profile, richard gerwitzNelson OrtizSVP Global Accounting And OperationsView Profile, nelson ortizChris StringerCo Founder President CFOView Profile, chris stringer