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
Southport CapitalSenior Portfolio ManagerJun 19- Nov 21Oppenheimer Co IncDirector-InvestmentsOct 16- Jun 19Wells Fargo AdvisorsVice President - InvestmentsApr 09- Oct 16
Tania MistrettaPrincipalView Profile, Tania MistrettaMandy KohlerSenior Real Estate AnalystView Profile, Mandy KohlerYi ZhangPrincipalView Profile, Yi Zhang