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
Haventree BankSenior Finance ManagerApr 24 - PresentFinanceitManager, Financial Planning & AnalysisJan 22- Dec 24PartnerstackSenior Analyst, Financial Planning & Analysis Jan 21- Dec 22
Jacob De Tusch LecFund ManagerView Profile, jacob de tusch-lecCosine YuFinancial AdvisorView Profile, cosine yuHannah CoffinSenior Investment DirectorView Profile, hannah coffin