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
Imperial Capital LlcInvestment Banking Summer AnalystJun 24 - PresentHarvard Undergraduate Capital PartnersManaging Director of External InitiativesFeb 22- Dec 23Hcr Wealth AdvisorsWealth Management AnalystJun 23- Aug 23
Jay CroftonEnterprise Account Executive Financial ServicesView Profile, Jay CroftonNicolas Amirault Le QuellecFinancial Planning Analyst GermanyView Profile, Nicolas Amirault Le QuellecMelissa DmelloPrivate BankView Profile, Melissa Dmello