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
Harris WilliamsInvestment Banking AnalystJun 23 - PresentFirst Generation InvestorsVolunteer TutorOct 21- May 23NewspringPrivate Equity Summer AnalystJun 22- Aug 22
Ronald W LatzDirector Financial Calls UnitView Profile, Ronald W LatzEric GilbertsonFinancial Advisor Virtual Advice TeamView Profile, Eric GilbertsonChris FryePrincipal Audit TaxView Profile, Chris Frye