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
Vista Equity PartnersCapital & Partner Solutions, Private WealthFeb 24 - PresentCartaBusiness Development Director, Private EquityNov 21- Feb 24Summit Rock AdvisorsSenior AssociateFeb 17- Jan 21
James LeeCorporate Credit AnalystView Profile, james leeTroy EricksonStock Plan AdministratorView Profile, troy ericksonDani JhootiGlobal Pricing ManagerView Profile, dani jhooti