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
IadvizeChief Financial OfficerSep 14 - PresentExpert InnovJunior Certified Public AccountantSep 09- Dec 12EySenior AuditorSep 03- Sep 09
Daisy ChenSenior Manager CFO AdvisoryView Profile, daisy chenGrayson FeltonAssociate Private MarketsView Profile, grayson feltonFrank OshodiInvestment Banking Summer AnalystView Profile, frank oshodi