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
Pleiad Investment AdvisorsInvestmentsFeb 22 - PresentMinerva Growth PartnersInvestmentsFeb 22 - PresentCredit SuisseAnalyst, Equity ResearchApr 20- Apr 21
Pamela RobersonPrivate Client AdvisorView Profile, Pamela RobersonHiroaki ShuAnalyst Student Investment FundView Profile, Hiroaki ShuSamuel ReedStaff AccountantView Profile, Samuel Reed