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
BlackrockOption StrategistNov 21 - PresentSagewood Asset Management LPVice President of Business DevelopmentFeb 17- Nov 21J P MorganInvestment Grade Credit Sales AssociateJun 13- Feb 17
Thomas ConawayHead Of FP AView Profile, thomas conawayMary ClappSenior Specialist Financial PlanningView Profile, mary clappEsther VillaPartner TaxView Profile, esther villa