Account Type****** *******Account Owner***** *****Account Opps/Deals******* ******Closed Won • Oct 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Houlihan LokeySenior Vice PresidentSep 16 - PresentKpmg UsAssociate - Economic and Valuation ServicesJun 15- Sep 16Cambridge AssociatesSummer Investment AssociateJun 14- Aug 14
Tim BegleyExecutive Director Wealth Management Platforms Morgan StanleyView Profile, tim begleyAngelos KarakerezisHead Of External Networks And Alternative Channels Retail BankingView Profile, angelos karakerezisDanielle R HarrisFounder Lead ConsultantView Profile, danielle r. harris