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
Ocean BankCorporate Lending AssistantOct 24 - PresentHhaexchangeProvider Implementations AnalystFeb 22- May 24Legacy Wealth PartnersInternSep 20- Jan 21
David YuFinancial Advisor Manager DelegateView Profile, David YuElisabeth MassicotteAccount Executive Private Equity AccountsView Profile, Elisabeth MassicotteAbraham RubinControllerView Profile, Abraham Rubin