Account Type******* *******Account Owner****** ****Account Opps/Deals****** ****Closed Won • Feb 25****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Gramercy Funds Management LlcAssociate, Business DevelopmentJan 23 - PresentConnectus Wealth AdvisersClient Service AssociateDec 21- Dec 22Northcoast Asset ManagementClient Service Associate Jul 21- Dec 22
Luke SwanBusiness Development AssociateView Profile, Luke SwanPatricia Hawkins WhetstoneBusiness Development AssociateView Profile, Patricia Hawkins WhetstoneLevi BeckBusiness Development RepresentativeView Profile, Levi Beck