Account Type******* *****Account Owner*** ****Account Opps/Deals******* ******Closed Won • Oct 24***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
KbwIncoming 2025 Investment Banking Summer AnalystApr 24 - PresentCary Street Partners2024 Wealth Management Summer InternJun 24- Jul 24Dormie NetworkPro-ForecaddieJul 23- Oct 23
Yuting ZhangInvestment InternView Profile, yuting zhangCurtis FongFinance AssociateView Profile, curtis fongHeather RoccoJunior Staff AccountantView Profile, heather rocco