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
Harbourvest PartnersPortfolio AssociateApr 24 - PresentCambridge AssociatesAssociate Investment DirectorAug 20- May 24Bank Of America Merrill LynchPrivate Wealth AssociateJan 19- Jun 19
Bernhard PflegerManaging DirectorView Profile, bernhard pflegerDan MastenCall Center Manager Fixed AnnuitiesView Profile, dan mastenBonnie HauptHigh Reliability OfficerView Profile, bonnie haupt