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
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
Sara HazanTax AdvisorView Profile, Sara HazanJoanne Naylor AcmaFinancial ControllerView Profile, Joanne Naylor AcmaYitzy SchwinderDirector Of FinanceView Profile, Yitzy Schwinder