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
Colter Lewis Investment PartnersInvestment AssociateMay 23 - PresentMack Real Estate GroupCredit Strategies AnalystFeb 22- Apr 23Spring 11 LlcAnalystMar 21- Mar 22
Bhavin PatelInvestment Operations Treasury AnalystView Profile, Bhavin PatelSusie MartinhoManager Stand Alone Tax ServicesView Profile, Susie MartinhoDave AllenRetirement Planner Insurance StrategistView Profile, Dave Allen