Account Type**** ****Account Owner**** *******Account Opps/Deals***** ****Closed Won • Feb 25***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Lincoln InternationalInvestment Banking Analyst at Lincoln InternationalMay 22 - PresentCaddiemasterCaddieApr 21- Aug 21
Cathy Cooke CertpfsWealth Planning AssistantView Profile, Cathy Cooke CertpfsSamir SachdevaBusiness Analyst ManagerView Profile, Samir SachdevaStephanie BohrMortgage Loan OfficerView Profile, Stephanie Bohr