Account Type******** ******Account Owner****** *****Account Opps/Deals***** *****Closed Won • Oct 24****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Harbourvest PartnersPrivate Client GroupNov 22 - PresentNatixis Investment ManagersVice President, Institutional Sales Southeast AsiaOct 18- Oct 22Cambridge AssociatesInvestment DirectorApr 16- Oct 18
Shana RogersPrivate Wealth AdvisorView Profile, shana rogersRusty CarterConsultantView Profile, rusty carterSimone BertoncelloTraining And EducationView Profile, simone bertoncello