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
YipitdataChief Financial OfficerJun 23 - PresentGlgSVP, Finance and TreasurerApr 16- Jun 23Bmo Capital MarketsInvestment Banking AssociateJul 14- Apr 16
Amanda WilliamsChief Investment OfficerView Profile, Amanda WilliamsLeonardo SaulleChief Financial OfficerView Profile, Leonardo SaulleStephanie DresslerExecutive Vice President Wealth And Asset ManagementView Profile, Stephanie Dressler