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
BaringsHead of Private Asset ValuationOct 22 - PresentForvisManager, Valuation ServicesApr 19- Oct 22TruistVP, Credit Portfolio Strategies & LimitsOct 15- Apr 19
Danielle VincentSVP Head Of Partnership Financing BusinessView Profile, Danielle VincentMalou LiscomDirector Accounts ReceivableView Profile, Malou LiscomKael KellyGeneral Manager Tax Exempt Product Portfolio Tax Research ProductsView Profile, Kael Kelly