Account Type***** *******Account Owner****** ******Account Opps/Deals****** *****Closed Won • Jan 25***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Steward PartnersSenior Vice President, Wealth ManageJun 21 - PresentMerrill LynchFinancial AdvisorSep 17- Jun 21
Steve DaltonChief Financial OfficerView Profile, Steve DaltonVinayak NaikHead Of Venture InvestmentsView Profile, Vinayak NaikCem KoksalManaging Director Global Capital Markets Investment Products Risk ManagerView Profile, Cem Koksal