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
Advisors ExcelVP of Advisor Development Jun 10 - PresentSouthwestern AdvantageStudent ManagerJan 02- Jan 05
Jordan FriedSenior Director Investment Sales AdvisoryView Profile, Jordan FriedLuke MulvaneySenior Commercial Account Executive Private Equity GTMView Profile, Luke MulvaneyMark BrownArea Vice President Solutions Engineering UK IView Profile, Mark Brown