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
TegusEquity Research AssociateMay 22 - PresentGulf FraserMoney AdvisorFeb 22- May 22Student Investment Advisory Service SiasPortfolio ManagerNov 20- Apr 22
Isabelle YangDirector Of FinanceView Profile, Isabelle YangChristine MasonSr Mortgage CloserView Profile, Christine MasonOliver MartinFundamental AnalystView Profile, Oliver Martin