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
Family OfficeInvestment ManagerMay 15 - PresentWells FargoInvestment Banking AssociateAug 11- Apr 15Morgan StanleyInvestment Banking AnalystJun 07- Jul 11
Richard HeDirector Of FinanceView Profile, Richard HeJoel SnyderDirector FinanceView Profile, Joel SnyderUtham KoduriIncoming 2025 Investment Banking Summer AnalystView Profile, Utham Koduri