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
ConcertivClient Portfolio ManagerSep 24 - PresentThird Bridge Group LimitedClient Success Associate - Public EquityJul 22- Aug 24BetterCustomer Success ManagerSep 20- May 22
Joe CarlinDirector Trust OfficerView Profile, joe carlinCarla Carli HeirDirector Of FinanceView Profile, carla (carli) heirIan Medford GonzalezChief Of Staff Head Of FinanceView Profile, ian medford-gonzalez