Account Type****** *******Account Owner**** ******Account Opps/Deals******* ****Closed Won • Dec 24****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
UnaricCo-Founder & CFOJan 23 - PresentMacquarie GroupVice President Investment BankingApr 16- Dec 22BasfStrategy & M&ANov 13- Feb 14
Fran DoughertyTreasurerView Profile, fran doughertyAbby WilliamsWealth Planning AssociateView Profile, abby williamsKatelyn LundyAccountantView Profile, katelyn lundy