Account Type******* ********Account Owner*** ********Account Opps/Deals******** ***Closed Won • Mar 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Next Layer CapitalVice PresidentOct 24 - PresentCopia Wealth StudiosVice President Strategy Corporate DevelopmentOct 24 - PresentCohen Company Capital MarketsInvestment Banking AssociateDec 21- Sep 24