Account Type*** ***Account Owner***** ***Account Opps/Deals**** ********Closed Won • Nov 24****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Cambridge AssociatesInvestment AnalystJul 24 - PresentGirls Who InvestMentorSep 21 - PresentJ P Morgan Private BankAsset & Wealth Management Summer AnalystJun 23- Aug 23
Asher PassalinquaIntermediate Auditor IView Profile, asher passalinquaIverson Traylor IiiTransamerica Financial Advisor RepresentativeView Profile, iverson traylor iiiSheri CarrathusSr Accounting ClerkView Profile, sheri carrathus