Account Type****** ******Account Owner******* ****Account Opps/Deals****** ****Closed Won • Oct 24***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Pingree SchoolCoachNov 16- Mar 22Phillips AcademyStudent AdvisorSep 18- Feb 22The Rivers SchoolAdvancement Coordinator and Gift Processing SpecialistJul 17- Mar 21
Tobias MerzCFOView Profile, tobias merzDavid LutzInvestment Banking DirectorView Profile, david lutzChristopher McdonaldVice President Senior Asset ManagerView Profile, christopher mcdonald