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
Morgan StanleyWealth Management Rotational AnalystNov 23 - PresentWeiss Tech HouseInvestment TeamOct 21 - PresentSusquehanna Growth Equity SgeInvestorJun 23- Aug 23
Sara M FairbankControllerView Profile, Sara M FairbankJames TriggWealth PlannerView Profile, James TriggTim GallagherAssociate Asset ManagerView Profile, Tim Gallagher