Account Type***** ****Account Owner******** ****Account Opps/Deals**** ***Closed Won • Feb 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Georgia Tech Professional EducationSenior Portfolio Manager IIFeb 22 - PresentLomaSenior Meeting PlannerDec 98- May 21
Summer BrooksSenior Tax ManagerView Profile, Summer BrooksAdar JosephUS Tax Senior ManagerView Profile, Adar JosephXiaolei CongFounding Member Investment LeadView Profile, Xiaolei Cong