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
Cowen IncInvestment Banking AnalystJun 22 - PresentCandy DigitalGrowth InternJun 21- Aug 21Tufts Financial GroupAnalystSep 20- May 21
William LustgartenTeam Lead FP AView Profile, William LustgartenNayna RajyaguruSenior Budget PlanningView Profile, Nayna RajyaguruMichael KarpReal Estate Investment AdvisoryView Profile, Michael Karp