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 StanleyClient Success Manager - Private Market EquityFeb 22- Dec 23Compintelligence IncClient Success Manager - Private Market EquityAug 21- Feb 22Foundation SourcePrivate Client Advisor - Premier Services TeamDec 18- Jul 21
Colbert Cci SouthwestField SupervisorView Profile, Colbert Cci SouthwestMarlene ParkerOperations ControllerView Profile, Marlene ParkerMolly CozzaChange ManagerView Profile, Molly Cozza