Account Type******* ****Account Owner******** *****Account Opps/Deals**** *****Closed Won • Jan 25****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Bank Of America Merrill LynchFinancial Advisory InternJul 16- Aug 16Financial Technology Partners Ft PartnersInvestment Banking Summer AnalystJun 15- Aug 15Travis Manion FoundationInternJun 13- Aug 13
Carlos LoucelAccounting SpecialistView Profile, Carlos LoucelLyndsey StainbackFinancial Advisor Growth Development DirectorView Profile, Lyndsey StainbackLalita JanaAccountantView Profile, Lalita Jana