Account Type****** *****Account Owner**** ******Account Opps/Deals**** ******Closed Won • Jan 25****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
VanguardCorporate Accountant, SpecialistNov 22 - PresentGraham PartnersSenior Fund Reporting AssociateJun 18- Oct 22SeiSupervisorDec 13- Jun 18
Nicolas Valotta GalaziSenior Finance ManagerView Profile, Nicolas Valotta GalaziJack McroskeyInvestment AdvisorView Profile, Jack McroskeyChristine ClevelandAssociate DirectorView Profile, Christine Cleveland