Account Type*** *******Account Owner******* ******Account Opps/Deals*** ******Closed Won • Nov 24***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Principal Asset ManagementAssistant Manager Fund AccountantDec 10 - PresentCimb Principal Asset ManagementFund AccountantDec 10- May 24
Georgia PooleSenior Financial AccountantView Profile, georgia pooleMark StephanSenior Investment Analyst Research Portfolio ManagementView Profile, mark stephanSarah HoltzclawPost Closing AuditorView Profile, sarah holtzclaw