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
Pine Tree Equity PartnersPrivate EquitySep 21 - PresentBank Of America Merrill LynchInvestment BankingJul 20- Sep 21
Ed MckelveyFinancial AdvisorView Profile, Ed MckelveyZack CookChief Accounting Officer CAOView Profile, Zack CookParminder ShergillFinancial Planning And Analysis ManagerView Profile, Parminder Shergill