Account Type****** ***Account Owner******** *****Account Opps/Deals*** ******Closed Won • Nov 24****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Allworth FinancialSenior Financial AnalystJul 21 - PresentCalstrsInvestment Officer - Private EquityFeb 19- Jul 21The Siegfried GroupSenior Associate ConsultantApr 17- Feb 19
Sean BecksteadSenior Financial AnalystView Profile, sean becksteadMichael ClancyVice President Private EquityView Profile, michael clancyEvie JonesSenior Tax AccountantView Profile, evie jones