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
PimcoSenior AssociateNov 21 - PresentFidelity InvestmentsSenior Compliance AdvisorAug 21- Nov 21Loring Wolcott Coolidge Trust LlcTax Compliance AssociateMar 20- Aug 21