Account Type***** *******Account Owner******* *****Account Opps/Deals*** ********Closed Won • Oct 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
Rahul MalpaniInvestment BankingView Profile, rahul malpaniJosh PattersonSenior Accountant Billing LeadView Profile, josh pattersonMaria HasinLead Accounting SpecialistView Profile, maria hasin