Account Type*** *****Account Owner*** *******Account Opps/Deals******** *******Closed Won • Dec 24***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Colonnade Advisors LlcInvestment Banking AnalystDec 23- Feb 25Bmo Capital MarketsInvestment Banking AnalystJul 22- Nov 23BmoCommercial Middle Market AnalystJun 21- Aug 21
Sarit CohenCFOView Profile, sarit cohenGrace BennettTax AssociateView Profile, grace bennettJeffery D KennerlyCertified Exit Planning Advisor Financial Planning Specialist Financial AdvisorView Profile, jeffery d. kennerly