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
Sysdyne TechnologiesChief Financial OfficerJan 23 - PresentLumesis IncChief Financial OfficerJan 18- Jan 23Meraglim Holdings CorporationChief Financial OfficerJan 16- Jan 18
Erin McclaffertyExecutive Director Registered FundsView Profile, Erin McclaffertyMegan TervoVP Of Finance ControllerView Profile, Megan TervoJohn DerosaSenior Vice President Private Wealth AdvisorView Profile, John Derosa