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
Fordham Student Managed Investment FundChief Investment OfficerSep 24 - PresentBank Of AmericaIncoming Investment Banking AnalystJun 24 - PresentSmart Woman SecuritiesCo-Chief Investment OfficerSep 21- Dec 24
William RichardsChief Financial OfficerView Profile, William RichardsJason RubinsteinVP FinanceView Profile, Jason RubinsteinJay ChopraChief Financial OfficerView Profile, Jay Chopra