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
William BlairFinancial AdvisorMay 18 - PresentUbsFinancial AdvisorJan 00- Jan 06Loansnap IncAdvisorJan 96- Jan 00
Rena LevinAssociateView Profile, rena levinMatteo KezicInvestment BankingView Profile, matteo kezicKaren WilliamsAssistant Tax ManagerView Profile, karen williams