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
J P MorganManaging Director - Software Investment BankingJun 21- Feb 24Bank Of America Merrill LynchManaging DirectorOct 19- Jun 21J P MorganExecutive Director, Technology Investment BankingSep 15- Sep 19
Rick HasselmanChief Financial Officer At ExpelView Profile, rick hasselmanColeman CoxChief Financial Officer Executive Managing Director Portfolio ManagementView Profile, coleman coxKevin MeeganVice President Financial Planning AnalysisView Profile, kevin meegan