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
Telos AdvisorsInvestment Banking AssociateAug 20 - PresentPenfed Credit UnionSr. Associate – Business InsightsMay 19- Jun 20Quona CapitalStudent Investment Team Lead - Georgetown University MSF ProgramMay 19- Jul 19
Jay NamAssociateView Profile, Jay NamAndrew ClarkFP A DirectorView Profile, Andrew ClarkBrittany CastilloRevenue ManagerView Profile, Brittany Castillo