Account Type**** ******Account Owner***** *******Account Opps/Deals**** *******Closed Won • Nov 24***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
True North AdvisorsSenior Wealth ManagerFeb 13 - PresentJ P MorganAssociate BankerSep 07- Jan 13MassmutualFinancial AdvisorApr 03- Jun 05
Steven WalkerInvestment Banking AnalystView Profile, steven walkerTerrence SundarHead Of Corporate Financial SystemsView Profile, terrence sundarRijul GuptaSummer Financial AnalystView Profile, rijul gupta