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
Cowen IncInvestment Banking AssociateJul 22 - PresentKbwInvestment Banking Summer AnalystJun 21- Sep 21Merrill LynchWealth Management Summer Analyst Mar 20- Jun 21
George EgfordSolutions Manager Financial ProductivityView Profile, George EgfordLiam KellyStrategic FinanceView Profile, Liam KellyPooja AnandFinance ExecutiveView Profile, Pooja Anand