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
Reach Capital Private Assets AdvisorHead of Liquidity SolutionsJan 24 - PresentMoelis CompanyExecutive DirectorAug 18- Dec 23UbsAnalyst - UBS PFG (Private Equity Placement Agent) and M&AJan 11- Oct 12
Dani FeldmanEnterprise Account ExecutiveView Profile, Dani FeldmanCharlie BuffaSVP Of SalesView Profile, Charlie BuffaJeff LiffickAir Force Services Account ExecutiveView Profile, Jeff Liffick