Account Type******* *******Account Owner******* ***Account Opps/Deals****** ********Closed Won • Dec 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Lincoln InternationalInvestment Banking AssociateMay 19 - PresentGoldman SachsInvestment Management Summer AnalystJun 18- Aug 18
Geoffrey BurnhamDirector Of FP AView Profile, geoffrey burnhamSivan NinioTax PartnerView Profile, sivan ninioChuck Bader CrpcBusiness Personal Insurance Advisor Retirement Counselor CRPC FSCPView Profile, chuck bader crpc