Account Type****** ****Account Owner*** ********Account Opps/Deals***** *****Closed Won • Feb 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Northwind GroupSenior Fund AccountantMay 24 - PresentCenterbridge Partners L PCorporate AccountantSep 18- Apr 24Integra PartnersAccounting ClerkJan 13- May 19
Lachlan YearsleySenior Fund Operations ManagerView Profile, Lachlan YearsleyNeil HetheringtonSenior Private Portfolio SpecialistView Profile, Neil HetheringtonSchuyler ClementeSenior Manager Corporate Communications Wealth ManagementView Profile, Schuyler Clemente