Account Type******* ****Account Owner***** ****Account Opps/Deals***** *******Closed Won • Feb 25**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Moss AdamsBusiness Valuation Analyst - Real EstateJul 23 - PresentJcf Capital Markets LlcInvestment Banking InternAug 22- Jul 23Saas Wealth FundPrivate Equity InternOct 22- Mar 23
Adnaan LambeBusiness AnalystView Profile, Adnaan LambeElise WilliamsInsurance AgentView Profile, Elise WilliamsJim LissitsasMutual Fund Representative And Insurance AgentView Profile, Jim Lissitsas