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
EmpowerSenior Wealth AdvisorMar 22 - PresentT Rowe PriceHigh Net Worth Financial ConsultantJan 19- Mar 22Goldman Sachs AycoClient Analyst & General Securities PrincipalMar 08- Jun 18
Mony BashawSenior Project AccountantView Profile, Mony BashawAndrew MuellerPrincipal Private EquityView Profile, Andrew MuellerJennifer WallaceManager Private EquityView Profile, Jennifer Wallace