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
Bc PartnersAssociateFeb 23 - PresentSwiss ReAssistant Vice PresidentSep 21- Jan 23Houlihan LokeyInvestment Banking AnalystSep 20- Aug 21
Zach SchwertzAssociateView Profile, zach schwertzChristopher DuffyAsst Dir Risk ManagementView Profile, christopher duffyRob WeberSenior FP A Retail ManagerView Profile, rob weber