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
Cambridge AssociatesInvestment Director: Sustainable & Impact InvestingJul 14 - PresentKbwInvestment Banking Summer AnalystJun 13- Aug 13
Margo HoltVice President Of Tax Operations And ReportingView Profile, Margo HoltTim StrudwickChief Financial OfficerView Profile, Tim StrudwickKristen BagleyAssistant Vice President UnderwritingView Profile, Kristen Bagley