Account Type***** *******Account Owner**** ******Account Opps/Deals***** ******Closed Won • Oct 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
FormassemblyVice President, FinanceJan 22 - PresentJanney Montgomery Scott LlcAnalyst, Investment BankingJul 16- May 18
Nicki ErshadCFO EntrepreneurView Profile, nicki ershadDany LederChief Financial Officer OutsourceView Profile, dany lederBrendan LangerakIn Business Risk And Controls Financial Crimes Program Lead SVP Wealth EMEAView Profile, brendan langerak