Account Type*** *****Account Owner***** ********Account Opps/Deals*** ******Closed Won • Nov 24**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
BarclaysInvestment Banking AssociateJun 18 - PresentRound Hill CapitalPrivate Equity InternFeb 18- Apr 18Heritage Financial Services LlcPrivate Wealth Management InternMay 17- Aug 17
David BergeronSenior AccountantView Profile, david bergeronDale ZhangControllerView Profile, dale zhangMackenzie QueenRisk Management Specialist Asset Wealth ManagementView Profile, mackenzie queen