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
FormassemblyVice President, FinanceJan 22 - PresentJanney Montgomery Scott LlcAnalyst, Investment BankingJul 16- May 18
Rishi KapurChief Financial Officer Global Wealth And Asset ManagementView Profile, Rishi KapurGeorge WellsInvestment Banking Vice PresidentView Profile, George WellsBrian RobinsonSenior Director Of PricingView Profile, Brian Robinson