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
UbsInvestment AnalystJan 25 - PresentVisaDirector FP&A, Corporate FinanceNov 23- Dec 24CitadelSenior Investment AnalystNov 21- Mar 23
Toby DennissManaging Director Investment BankingView Profile, toby dennissLee MontgomeryStaff AccountantView Profile, lee montgomeryCary PierceSenior Commercial Portfolio ManagerView Profile, cary pierce