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
Dc AdvisoryInvestment Banking AnalystJul 22 - PresentSignal AdvisorsRIA Strategy InternJun 21- Nov 21Altfest Personal Wealth ManagementFinancial Planning InternJun 20- May 21
Michelle LingStrategic Finance ManagerView Profile, michelle lingDaniel MarcoviciHead Of Capital MarketsView Profile, daniel marcoviciChristopher HuntPayment SpecialistView Profile, christopher hunt