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
Conquest Planning IncControllerMay 22 - PresentRapid RtcTeam Lead, FinanceJan 20- May 22Ig Wealth ManagementAssociate Manager, Compliance Business ReviewOct 13- Jan 20
Michelle LungDirector Private Capital Global FundsView Profile, Michelle LungJeremy GoldsteinInvestorView Profile, Jeremy GoldsteinRyan LewisFinancial Planning InternView Profile, Ryan Lewis