Account Type******** ****Account Owner***** *******Account Opps/Deals***** ****Closed Won • Nov 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Choate Hall Stewart LlpWealth Management Departent - InternFeb 17- Sep 17Gatto Pope Walwick LlpPartner AssistantJan 16- Apr 16San Diego Housing CommissionFinance InternAug 14- Oct 14
Derek BakerStrategic FinanceView Profile, derek bakerChase HenleyAssociate Vice President Sr Portfolio Manager Financial Planning Specialist Financial AdvisorView Profile, chase henleyEmily Neill BlaskoFixed Income SpecialistView Profile, emily neill blasko