Account Type*** ***Account Owner******** ***Account Opps/Deals**** *******Closed Won • Oct 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Downshift FinancialFinancial Planner, Co-FounderJun 21 - PresentMerrill LynchAVP, Private Wealth ManagerMay 19- May 21First RepublicSenior Associate, Client Relationship AnalystJun 17- Jul 18
Brandon BukstelInvestor Relations ManagerView Profile, brandon bukstelLaura HalbleibFinance ManagerView Profile, laura halbleibDustin SnyderSenior Manager Valuation Services GroupView Profile, dustin snyder