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
Jordan Park GroupSenior Vice President, Investment ManagementJan 21 - PresentJordan Park Trust CompanyPortfolio Manager & Senior Investment AnalystNov 20- Dec 20Perspecta TrustVice President, Portfolio Manager & Senior Investment AnalystNov 14- Oct 20
Alan MatthewsExecutive Director Lending SpecialistView Profile, Alan MatthewsKeagan BroussardSenior Vice President Market Commercial Credit ManagerView Profile, Keagan BroussardCara IbbotsonVP FP AView Profile, Cara Ibbotson