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
Perella WeinbergIncoming Investment Banking AnalystJun 24 - PresentSouth Mountain PartnersPrivate Equity AnalystJan 23- May 23Morgan StanleyWealth Management Summer AnalystMay 22- Aug 22
Geoff ClarkCFOView Profile, Geoff ClarkMorgan QuattlebaumDirector Financial Planning AnalysisView Profile, Morgan QuattlebaumMichael MorganMortgage Loan OfficerView Profile, Michael Morgan