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
Lincoln InternationalInvestment Banking AnalystMay 23 - PresentAegon Asset ManagementPortfolio Management InternJan 22- Dec 22The Krause FundEquity Research AnalystJan 22- May 22
Kristi WilsonBudget AnalystView Profile, Kristi WilsonStephen SurmanAdvisor Investor Board MemberView Profile, Stephen SurmanPeter KucharInsurance BrokerView Profile, Peter Kuchar