Account Type**** *****Account Owner****** ***Account Opps/Deals*** ****Closed Won • Aug 24**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
Ayelet TotahAssociateView Profile, ayelet totahCony ZSenior Financial Analyst Strategic CFOView Profile, cony z.Jennifer AkersBilling SpecialistView Profile, jennifer akers