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
Rocket MortgageDirector of Mortgage Banking May 07 - PresentMorgan StanleyAssociate Financial AdvisorAug 04- May 06
Sam MeredewClient Portfolio Manager Global Private Finance Associate DirectorView Profile, Sam MeredewMatthew SchumacherDirector Of Tax PlanningView Profile, Matthew SchumacherJason YuDirector Software Investment BankingView Profile, Jason Yu