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
Arcadia CapitalAssociateDec 23 - PresentTm CapitalInvestment Banking AnalystJan 22- Jan 23Scura PartnersInvestment Banking AnalystMay 21- Apr 22
Richard AnderlDirector Financial Planning And AnalysisView Profile, Richard AnderlFay CaiControllerView Profile, Fay CaiRichard KesslerMutual Fund SpecialistView Profile, Richard Kessler