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
Morgan StanleyAssistant Vice President, Family Office InvestmentsMar 25 - PresentIeq CapitalAssociate DirectorMar 21- Apr 25Robinson ColeBusiness Development & Marketing CoordinatorMay 19- Mar 21
James TaylorRegional Vice PresidentView Profile, James TaylorSelena KnippenVice President Global Finance And AccountingView Profile, Selena KnippenPat CiteraVP And ControllerView Profile, Pat Citera