Account Type**** ******Account Owner**** *******Account Opps/Deals**** ********Closed Won • Dec 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Houlihan CapitalInvestment Banking Senior AssociateNov 21 - PresentDuff PhelpsAnalyst, Valuation Advisory ServicesApr 19- Oct 21PwcTechnology Consultant InternJun 18- Aug 18
Emily RichardsSenior Financial AnalystView Profile, emily richardsDanny ShefferWealth Management Trust Tax Services LeaderView Profile, danny shefferMark ReithPrincipal Finance Administration AVPView Profile, mark reith