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
Roman Catholic Diocese Of BrooklynInvestment Committee - Pension Fund and Compostela FundMar 09 - PresentThe M A AdvisorFounderJan 98 - PresentCc CapitalSenior AdvisorJan 16 - Present
Vikas BansalFounder Managing DirectorView Profile, Vikas BansalJulianne FlesherCo Founder CEOView Profile, Julianne FlesherDave BjorkFounder And CEOView Profile, Dave Bjork