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
Mayport Wealth ManagementWealth Management AssociateJul 23 - PresentHarbourvest PartnersPortfolio AssociateAug 22- Jun 23Putnam InvestmentsAssociate ConsultantJun 18- Aug 22
Jennifer HalsteadChief Financial OfficerView Profile, Jennifer HalsteadJason ZieglerBookkeeperView Profile, Jason ZieglerNathan BahnLead Financial AnalystView Profile, Nathan Bahn