Account Type******* ***Account Owner****** *******Account Opps/Deals**** ****Closed Won • Feb 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Union Square Advisors LlcInvestment Banking AssociateFeb 25 - PresentNeedham CompanyInvestment Banking AnalystSep 21- Jan 25
Lindas Work WunnTax Services RepresentativeView Profile, Lindas Work WunnJohn JostPro Relations AssociateView Profile, John JostJeffrey MoherAppraisal Review Loan Department AssistantView Profile, Jeffrey Moher