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
Ep Wealth AdvisorsPortfolio ManagerApr 19 - PresentBel Air Investment AdvisorsTrader and Portfolio Administration/ImplementationJun 15- Sep 18Kayne Anderson RudnickInvestment Advisor AssociateMay 14- Jun 15
Lisa AriostoAccounting ManagerView Profile, Lisa AriostoMichael GoldenbergCo President Chief Financial OfficerView Profile, Michael GoldenbergMark CostiganVP Of FinanceView Profile, Mark Costigan