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
More Investment HousePortfolio ManagerNov 22 - PresentPhoenix FinancialEquity AnalystJun 20- Sep 22Caspa Family OfficePortfolio Manager and AnalystJul 18- Feb 20
Daniel CallawayAccounting Manager COBView Profile, daniel callawayThomas VerplanckeFinance Administration ManagerView Profile, thomas verplanckeStephen KovalskyStrategic Finance LeadView Profile, stephen kovalsky