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
Grant Street Asset ManagementAssociate Wealth AdvisorFeb 23 - PresentObsidian Business Planning SolutionsPlanning & Analytics Associate May 19- Jan 23University Of MarylandTeaching AssistantJan 19- May 19
Mitch RothmanInvestment AnalystView Profile, Mitch RothmanJenn StevensPrivate Equity AssociateView Profile, Jenn StevensSallianne Buttsworth CaDirector Of FinanceView Profile, Sallianne Buttsworth Ca