Account Type**** ********Account Owner**** *****Account Opps/Deals****** *****Closed Won • Oct 24***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Maxim Group LlcAssociate - Capital Markets / Special SituationsApr 22 - PresentAtlantic Family WealthInvestment AssociateFeb 21- Apr 22Bny WealthPortfolio AnalystJun 19- Sep 20
Julie WilsonAccounting SpecialistView Profile, julie wilsonElad BaronInvestment ProfessionalView Profile, elad baronMax MortonsonInvestment Banking AssociateView Profile, max mortonson