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
FieldguideDirector of Finance And OperationsMay 24 - PresentCartaChief of StaffJan 18- May 24Citizens JmpInvestment Banking AnalystJun 15- Jan 18
Matt MccainSenor Financial AnalystView Profile, Matt MccainSchuyler ClementeSenior Manager Corporate Communications Wealth ManagementView Profile, Schuyler ClementeNelson JaimesSenior Investment AdvisorView Profile, Nelson Jaimes