Account Type******* ******Account Owner****** ******Account Opps/Deals******* ****Closed Won • Nov 24**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Morgan StanleySenior Vice President, Private Wealth AdvisorOct 17 - PresentMakena Capital Management LlcFinancial AnalystMay 13- Aug 13
Liz DegrootFractional VP FinanceView Profile, liz degrootDavid GjertsenVice President Payments Solution CenterView Profile, david gjertsenJeff KayeManaging Director Technology FinanceView Profile, jeff kaye