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