Account Type******* *******Account Owner****** ***Account Opps/Deals**** *******Closed Won • Feb 25***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Coleman ResearchDirector | Investment ManagementNov 18 - PresentEnvestnet TamaracClient ServicesJun 17- Oct 18SettledSummer InternMay 16- Aug 16
Osborne Samuriwo Ca FccaHead Of Financial ConsultingView Profile, Osborne Samuriwo Ca FccaShay LevyHead Of Corporate ESGView Profile, Shay LevyCorey WatersFinance DirectorView Profile, Corey Waters