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
Harris WilliamsInvestment Banking AssociateJun 23 - PresentBaltimore City Fire DepartmentCaptainMar 06- Jun 23Harris WilliamsInvestment Banking Summer AssociateJun 22- Aug 22
Jacob HauslerDirector FP AView Profile, jacob hauslerJeremy LiuFinancial PlannerView Profile, jeremy liuAlexis SasietaAssociate Payroll LeadView Profile, alexis sasieta