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
Fidelity InvestmentsDirector, Strategy & PlanningJan 23 - PresentForward FinancingSenior Director, UnderwritingNov 21- Nov 22MedalliaDirector of Professional Services, Financial ServiceJan 20- Nov 21
Carolyn CohnStrategy And Operations AssociateView Profile, Carolyn CohnGabe LarsenStrategic AdvisorView Profile, Gabe LarsenNili GoldbergFounder And Chief StrategistView Profile, Nili Goldberg