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
Grant Street Asset ManagementAssociate Wealth AdvisorFeb 23 - PresentObsidian Business Planning SolutionsPlanning & Analytics Associate May 19- Jan 23University Of MarylandTeaching AssistantJan 19- May 19
Kevin BuzardChief Financial OfficerView Profile, Kevin BuzardEric LevineFinancial AdvisorView Profile, Eric LevineLiron GabaiBookkeeperView Profile, Liron Gabai