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
Camino Partners Formerly EquilibraSenior Investment AdvisorOct 18 - PresentRothschild CoManaging Director, Private EquityMar 01- Oct 08EvercorePartnerMar 98- Mar 01
Kendra FinlaySenior Staff AccountantView Profile, Kendra FinlayJin LeeSenior Associate Federal Tax StrategiesView Profile, Jin LeePeter ConfortiManager Financial Planning And AnalysisView Profile, Peter Conforti