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
Lincoln InternationalInvestment Banking AnalystMay 22 - PresentBerkery Noyes Co LlcInvestment Banking Summer AnalystJun 21- Aug 21Cfa InstituteEquity Research Analyst— CFA Institute Research ChallengeSep 20- Jan 21
Amy ChanSenior Accounting ManagerView Profile, Amy ChanTimothy HellmanDirector Of RevenueView Profile, Timothy HellmanAllister BergerSenior Manager Financial Planning AnalysisView Profile, Allister Berger