Account Type******* ****Account Owner***** ***Account Opps/Deals**** *****Closed Won • Dec 24****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
CaptrustFinancial Advisor | Relationship ManagerAug 20 - PresentPlante MoranInstitutional Investment ConsultantAug 19- Aug 20Michigan State UniversityInternational Market Researcher (MEGP)Aug 16- May 19
Zac CohenInvestment Banking Associate M AView Profile, zac cohenJoe CalnanTeam Leader Corporate FX DealingView Profile, joe calnanMark AngeliniDirector Of AccountingView Profile, mark angelini