Account Type**** ***Account Owner**** *****Account Opps/Deals****** *******Closed Won • Mar 25****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
VanguardAssociate Portfolio ManagerApr 25 - PresentParametricInvestment AnalystJun 23- Apr 25Meridian CapitalInvestment Banking Intern AnalystMar 22- Aug 22