Account Type**** *******Account Owner******* ***Account Opps/Deals******** ******Closed Won • Jan 25***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
David WhitneyChief Financial OfficerView Profile, David WhitneySam OwenCommercial Finance AnalystView Profile, Sam OwenCynthia MarinoFinancial ControllerView Profile, Cynthia Marino