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
Boston Meridian PartnersManaging Director - Private Equity GroupJan 19 - PresentPrevalent Third Party Risk ManagementCFO & Chief Strategy OfficerSep 13- Feb 18Grandbanks CapitalInvestment Advisor & EIRMay 13- Oct 13