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
Endowment Partners LlcDirector of InvestmentsOct 24 - PresentNorthwestern MutualDirector of Investments & OperationsFeb 19- Apr 24Stoneridge Investment PartnersSenior Portfolio Manager & Investment Strategy Committee MemberJan 15- Jan 18
Bruce LenehanChief Credit OfficerView Profile, Bruce LenehanDaniel FloresSenior AccountantView Profile, Daniel FloresMaryann CioffariFractional ControllerView Profile, Maryann Cioffari