Account Type******** *****Account Owner******* ******Account Opps/Deals***** *******Closed Won • Oct 24**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Edgemont PartnersInvestment Banking AnalystJun 22 - PresentCommonwealth Financial NetworkWealth Management InternMay 20- Aug 21Teflon Capital ManagementCo-FounderJan 19- Mar 20
Laura CleggStaff AccountantView Profile, laura cleggSoham DalwaniInvestment Banking AnalystView Profile, soham dalwaniDvir HollanderTax AssociateView Profile, dvir hollander