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
Financial Technology Partners Ft PartnersIncoming 2025 Investment Banking Summer Analyst Apr 24 - PresentMarlin Equity PartnersPrivate Equity Summer Analyst May 24- Aug 24
Terri MarquezUnderwriter Assistant IView Profile, terri marquezKatie LougeayInvestment Banking AnalystView Profile, katie lougeayJared AndertonHigh Net Worth Service AssociateView Profile, jared anderton