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
Houlihan LokeyInvestment Banking AnalystJul 24 - PresentEmory Business EthicsPresidentOct 21 - PresentBmo Capital MarketsInvestment Banking Summer AnalystJun 23- Aug 23
Griffin HerronFinancial AnalystView Profile, griffin herronEmilee ParTax Director Private Personal Financial ServicesView Profile, emilee parMeghan HeinFinancial Planning AssociateView Profile, meghan hein