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
Dc AdvisoryInvestment Banking AssociateJul 21 - PresentMpsif Michael Price Student Investment FundPortfolio Manager, ESG FundSep 20- May 21NYU Stern School Of BusinessMBA CandidateAug 19- May 21
Carlos SosaSenior FP A Lead AOP Financial PerformanceView Profile, carlos sosaAnna OchoaWealth AdvisorView Profile, anna ochoaAnna WestInvestment Banking AnalystView Profile, anna west