Account Type*** ********Account Owner****** ****Account Opps/Deals****** *****Closed Won • Nov 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Oberon Securities LlcInvestment Banking Analyst M&AAug 23 - PresentPwcManagement ConsultantJun 21- Aug 23
Lori FInvestment Banking AnalystView Profile, lori f.Kevin SwansburgAssociate Wealth Management Advisor AWMAView Profile, kevin swansburgJerry ChenInvestment Banking Summer AnalystView Profile, jerry chen