Account Type***** ***Account Owner***** ********Account Opps/Deals*** ****Closed Won • Oct 24**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
E Trade From Morgan StanleyFinancial ConsultantFeb 22 - PresentCitizensAVP, FINANCIAL ADVISOR IIMay 21- Feb 22Td AmeritradeSenior Financial ConsultantApr 18- Feb 21
George AndersonFinance And Corporate Development AnalystView Profile, george andersonSahil YadavInvestment Banking Fellow At Marquee Equity ProgramView Profile, sahil yadavAaron TishkoffInvestment AssociateView Profile, aaron tishkoff