Account Type***** ***Account Owner***** ********Account Opps/Deals***** *******Closed Won • Feb 25****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
White Oak Global AdvisorsDirectorSep 15 - PresentU S Capital Wealth LlcResearch AnalystMay 13- Aug 15Phillips 66Finance/Accounting AnalystJan 12- May 13
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