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
Cantor FitzgeraldInvestment Banking AnalystJul 24 - PresentFinancial Technology Partners Ft PartnersAnalystJul 22- Jul 24Apella WealthFinancial Planning and M&A InternMay 21- Aug 21
Terri CarrollAccounting ManagerView Profile, Terri CarrollAvi ResnickAssociateView Profile, Avi ResnickPeter McfarlaneHead Of Investment OperationsView Profile, Peter Mcfarlane