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
Siebert Williams ShankChief Financial OfficerJan 24- Dec 24Guggenheim PartnersChief Financial Officer, Guggenheim SecuritiesMay 12- Dec 23CitiManaging Director, Expense Management and Services Apr 11- May 12
Dick LarouCFOView Profile, Dick LarouNathan YeomansPresident Wealth AdvisorView Profile, Nathan YeomansPietro MoroCOO CFOView Profile, Pietro Moro