Account Type***** ***Account Owner****** ******Account Opps/Deals**** *******Closed Won • Dec 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
UbsInvestment Banking AnalystFeb 24 - PresentHoulihan LokeyInvestment Banking Fall AnalystOct 23- Feb 24Credit SuisseInvestment Banking Summer AnalystJun 22- Aug 22
Cody FisherAssociateView Profile, cody fisherRoberta GenovaAccounting SupervisorView Profile, roberta genovaLindsay KosnikSenior Wealth Advisor Portfolio ManagerView Profile, lindsay kosnik