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
Forum Family OfficePrivate Equity InternNov 22- Feb 23Lincoln InternationalInvestment Banking Intern (M&A)Apr 22- Jun 22EyStrategy & Transactions Intern (Financial DD)Apr 21- Jun 21
Marc MorettiDirector Of Financial Planning And AnalysisView Profile, Marc MorettiMichael TarrVice President Underwriting Manager Residential LendingView Profile, Michael TarrRudy MartinezDirector Of FinanceView Profile, Rudy Martinez