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
Hbks Wealth AdvisorsInvestment AnalystOct 24 - PresentBnyTrust Associate IIMay 24- Oct 24GncStrategic Initiatives InternFeb 18- Aug 22
Kevin StrawbridgeBusiness Management ConsultantView Profile, Kevin StrawbridgeMilan IgnjatovicSr Pricing Strategy Analyst Deal StrategyView Profile, Milan IgnjatovicSue SwanstonPlanning ManagerView Profile, Sue Swanston