Account Type***** ***Account Owner*** *******Account Opps/Deals****** ******Closed Won • Dec 24****K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Dc AdvisoryInvestment Banking AnalystOct 23 - PresentCfa InstituteFirst Runner-up of CFA Institute Research Challenge 2022Oct 21- Feb 22
Steve WardFinance AdvisorView Profile, steve wardAlina CiobanuFP A ManagerView Profile, alina ciobanuVikram KumarChief Investment OfficerView Profile, vikram kumar