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
Azalea Investment ManagementSenior Associate, Investor RelationsNov 24 - PresentMoonfareRelationship ManagerOct 22- Oct 24Credit SuissePrivate Banking AnalystJun 19- Sep 22
Sonia ShahManager Financial Planning Analysis FP AView Profile, Sonia ShahKelly HothanSenior Financial AnalystView Profile, Kelly HothanWill StricklandSenior Accounts Payable AnalystView Profile, Will Strickland