Account Type***** ***Account Owner*** *****Account Opps/Deals******** ***Closed Won • Dec 24***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Rothschild CoInvestment Banking AnalystJun 23 - PresentRbc Capital MarketsInvestment Banking Summer AnalystJun 22- Aug 22Cbiz Advisory ServicesFamily Office Services InternDec 20- Jun 22
Susan FokControllerView Profile, susan fokKevin MartinDirector Investment AnalysisView Profile, kevin martinRiya PatelPayroll Staff AccountantView Profile, riya patel