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
Canty Financial ManagementFinancial PlannerJan 17 - PresentInvesting SimpleCo-FounderJan 18 - PresentBlx Group LlcFinancial Analyst InternshipJan 16- Dec 17
Brittany HenryInvestorView Profile, brittany henryBob LehaneAccount Executive Financial ServicesView Profile, bob lehanePeter GrahamAlternatives Investment Analyst IIView Profile, peter graham