Account Type**** ********Account Owner****** *****Account Opps/Deals***** *******Closed Won • Mar 25****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
American Council Of Trustees And AlumniChief Operating Officer & Senior Vice President of FinanceMar 00 - PresentMerrill LynchBusiness Support Systems & Training ConsultantJan 78- Jan 86
John LloydExecutive Managing Director At New Point Real Estate CapitalView Profile, John LloydJames RichardsSenior Financial Advisor First Vice President Investments Fundamental Choice Portfolio ManagerView Profile, James RichardsCassie DobosVice President Investment BankingView Profile, Cassie Dobos