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
CitiInvestment Banking Senior AnalystJan 22 - PresentVintage Investment PartnersAnalystMay 19- Jan 22RocketripBusiness Development & PartnershipsApr 18- Jan 19
David L Steinberg CfpSenior Wealth AdvisorView Profile, david l. steinberg cfp®Nathan WoodfordSenior Financial AnalystView Profile, nathan woodfordMatthew GrossInvestment Banking Senior AnalystView Profile, matthew gross