Account Type****** ***Account Owner*** ******Account Opps/Deals******** ********Closed Won • Feb 25****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
DeloitteInvestment Banking AnalystMay 22 - PresentDunning CapitalInvestment Banking Fall AnalystAug 21- Jan 22First Citizens BankRotational InternMay 21- Aug 21
Alan GolanRetirement SpecialistView Profile, Alan GolanKimberly ReedControllerView Profile, Kimberly ReedMontana LloydInvestorView Profile, Montana Lloyd