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
Iconiq CapitalSenior Vice President, Financial AdvisoryJul 17 - PresentGoldman Sachs AycoAnalystApr 15- May 17Morgan StanleyInstitutional Consulting Analyst - Graystone ConsultingJun 12- Mar 15
Elizabeth BolpoisSenior Director Of FinanceView Profile, Elizabeth BolpoisCourtney WenlederChief Financial OfficerView Profile, Courtney WenlederSteve SperkaVice President Insurance Solutions DesignView Profile, Steve Sperka