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
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
Donald SweeneyLoan ProcessorView Profile, donald sweeneyJohn PetrelliRisk ManagerView Profile, john petrelliBen BornsteinVP Of FinanceView Profile, ben bornstein