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
Raymond JamesSenior Investment Portfolio Analyst Aug 23 - PresentFamily OfficeFinancial ConsultantSep 16- Aug 23Merrill LynchFinancial AdvisorJan 12- Jul 16
Craig NovakSenior Associate Capital MarketsView Profile, Craig NovakEmily BauerSenior Tax AssociateView Profile, Emily BauerSteven ChungSenior Finance ManagerView Profile, Steven Chung