Account Type******* *****Account Owner**** *******Account Opps/Deals****** ********Closed Won • Nov 24***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Cerulli AssociatesDirector, Wealth Management ConsultingDec 15 - PresentSamuels AssociatesFinance & Marketing InternJul 12- Sep 12Boston CelticsFinance InternJun 10- Sep 10
Michael PalmerBusiness StrategistView Profile, michael palmérTom ColganAssociate CIO Projects Director M AView Profile, tom colganBobby MalhotraManager Origination M A AdvisoryView Profile, bobby malhotra