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
The Hotchkiss SchoolChief Financial OfficerAug 19 - PresentYale UniversityDirector of Finance & AdministrationAug 00- Jul 19
Randall KrenzinManaging Director Wealth Management Portfolio Manager Family Wealth Director Financial AdvisorView Profile, randall krenzinCaleb RatinetzVice President InvestmentsView Profile, caleb ratinetzEli KalmanVP FinanceView Profile, eli kalman