Account Type****** ***Account Owner*** *******Account Opps/Deals******** *****Closed Won • Nov 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
InvestecAssociate Investment ManagerApr 21 - PresentHarvard Business ReviewAdvisor, Advisory CouncilApr 22 - PresentThe Chartered Institute For Securities Investment The CISICISI Investment, Risk & Taxation panel memberJan 22 - Present
Daniel ShufordTreasury Management BankerView Profile, daniel shufordBenjamin WahlstedtEquity Research AnalystView Profile, benjamin wahlstedtMarisol GonzalezAccounts Receivable SpecialistView Profile, marisol gonzalez