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
University Of MarylandEquity Analysis and Portfolio Management Teaching AssistantAug 24 - PresentSeventy 2 Capital Wealth ManagementWealth Management InternSep 24- Dec 24TiaaWealth/Retirement Solutions InternMay 23- Sep 24
Giovanni OppenheimDirector Of Banking SolutionsView Profile, giovanni oppenheimJen KurtzAssociateView Profile, jen kurtzJocelyn MasiganSr Finance ManagerView Profile, jocelyn masigan