Account Type***** *****Account Owner*** ********Account Opps/Deals****** ******Closed Won • Nov 24****K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Wells FargoIncoming Investment Banking AnalystSep 24 - PresentChardanInvestment Banking Summer AnalystJun 24- Aug 24DeloitteFinancial Advisory InternJul 22- Aug 23
Molly WardTax AssociateView Profile, molly wardJake AdamsInvestments InternView Profile, jake adamsMark PalermoFamily Office Intern Junior AccountantView Profile, mark palermo