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
HourlyFinancial Planning ConsultantApr 23 - Present24 7 AiSenior Financial AnalystNov 17- Mar 20Cupertino Electric IncFinancial Planning AnalystMar 12- Nov 17
Michael LibbyInvestment Banking AssociateView Profile, Michael LibbyRobin GuoInvestment PartnerView Profile, Robin GuoJames DyeFP A ManagerView Profile, James Dye