Account Type**** ******Account Owner**** ****Account Opps/Deals****** ****Closed Won • Jan 25**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Advantage CapitalSVP, Investor Relations - State LIHTCJul 24 - PresentBerkadiaVP, Mortgage Banking OriginationsMar 22- Jul 24Bernstein Private Wealth ManagementVice President, CFP®Oct 19- Feb 22
Michal WeinsteinSenior Vice President FinanceView Profile, Michal WeinsteinElisabeth PeyraubeChief Financial OfficerView Profile, Elisabeth PeyraubeAdam T KazalskiManaging Director Financial PlannerView Profile, Adam T Kazalski