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
Octavia Wealth AdvisorsFinancial AnalystMay 24 - PresentFeg Investment AdvisorsInstitutional Portfolio Analyst InternMay 23- May 24University Of CincinnatiInvestment InternJan 23- Apr 23
Benjamin IsnardFinance HR Systems ManagerView Profile, Benjamin IsnardNicholas CockleFixed Income Trade CoverView Profile, Nicholas CockleTravis JonesDirector Of FinanceView Profile, Travis Jones