Account Type*** ****Account Owner***** *****Account Opps/Deals******** ******Closed Won • Feb 25**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Supporting StrategiesFinancial Operations AssociateJan 19- Jan 24First TeeLead CoachJan 14- Jan 19Gallagher BassettClaims SupervisorOct 08- Jan 15
Ajay BajajFamily Office Advisor I Banking OriginationView Profile, Ajay BajajLawrence LiuSenior Financial AccountantView Profile, Lawrence LiuHannah SchererAccounting ManagerView Profile, Hannah Scherer