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
365 Retail MarketsPrivate Equity Senior Manager, Treasury ServicesJul 20- Dec 24Guardian AlarmPrivate Equity Manager Financial Planning & AnalysisJun 17- Mar 20WalbridgeDirector, Financial AnalysisApr 08- Mar 10
James PorteousDirector Capital MarketsView Profile, James PorteousAdrian CastanedaAssociateView Profile, Adrian CastanedaMonica Y WamsleyVP TaxView Profile, Monica Y Wamsley