Account Type******* ******Account Owner******** ********Account Opps/Deals**** ****Closed Won • Jan 25***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Metroline LtdFinancial Planning AnalystMay 24 - PresentCae Technology Services LimitedFinancial Planning AnalystAug 18- May 24AlchemyscaleAssistant AccountantJul 17- Aug 18
Zach CohenIncoming 2025 Citi Global Wealth Summer AnalystView Profile, Zach CohenAdriana SilvaFinancial AnalystView Profile, Adriana SilvaJames TanFinancial AnalystView Profile, James Tan