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
Canty Financial ManagementFinancial PlannerJan 17 - PresentInvesting SimpleCo-FounderJan 18 - PresentBlx Group LlcFinancial Analyst InternshipJan 16- Dec 17
Anne M KimbleGlobal Tax DirectorView Profile, anne m. kimbleCharles DevensPrincipal Municipal Bond TraderView Profile, charles devensJessica Mae SmithCoordinator Risk Management TaxView Profile, jessica mae smith