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
Vista Equity PartnersInvestorJan 17 - PresentCitadelInvestorJan 11- Jan 16Jmi EquityAssociateJan 10- Jan 10
Weston PerkinsVP Finance System OperationsView Profile, Weston PerkinsJohn BambeyRegional Vice PresidentView Profile, John BambeyMayank DesaiSVP Wealth And Investment ManagementView Profile, Mayank Desai