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
TrellisBD, Finance, OperationsJan 22 - PresentIntegrate AiProduct, BD, Customer OpsJan 17- Dec 20Bank Of America Merrill LynchInvestment Banking (M&A)Jan 11- Jan 17
Catharine SattiAssociate DirectorView Profile, Catharine SattiRobert KarnManaging Partner Wealth AdvisorView Profile, Robert KarnDustin WahlCorporate ControllerView Profile, Dustin Wahl