Account Type***** *****Account Owner*** *****Account Opps/Deals******* *****Closed Won • Feb 25****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Threepoint Private Client GroupFinancial AdvisorJan 24 - PresentCohen SteersVice PresidentMay 14- Jul 23Morgan StanleySenior Financial AnalystJan 11- May 14
Phat HoangFinancial Systems ManagerView Profile, Phat HoangMark FinnCo Founder CFOView Profile, Mark FinnParker SandersProperty AccountantView Profile, Parker Sanders