Account Type******* *******Account Owner**** ********Account Opps/Deals******** *****Closed Won • Jan 25****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
Jannet HerfertTeam Lead FinanceView Profile, Jannet HerfertDaniel SiracuseChief Financial Officer Chief Operating OfficerView Profile, Daniel SiracuseLavanya R NAccountantView Profile, Lavanya R N