Account Type****** ****Account Owner******* ***Account Opps/Deals**** ***Closed Won • Mar 25****K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Lightning PartnersInvestment Banking Senior AnalystJun 23 - PresentMadison Park GroupInvestment Banking AnalystNov 21- May 23Oppenheimer Co IncInvestmentsApr 18- Nov 21
Nick MilanoSr Account Executive Financial ServicesView Profile, Nick MilanoRenee CozierSenior Credit Underwriter Wealth And Investment Management Functional Project Manager SMEView Profile, Renee CozierSteffie KleinSenior Associate Tax Advisor International Tax ServicesView Profile, Steffie Klein