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
MicrosoftManaging Director, Industry Advisory, Capital MarketsJul 19 - PresentBmoHead Digital Wealth Partnerships (full-time)Jul 18- Jul 19Upside Consulting Group IncFounderJul 06- Jun 18
Steven KatzVenture ConsultantView Profile, Steven KatzJason EgresitsStrategy DirectorView Profile, Jason EgresitsMichael MorenoGlobal VC Startup Partner StrategyView Profile, Michael Moreno