Account Type***** ********Account Owner******* ***Account Opps/Deals*** ******Closed Won • Dec 24***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Solomon PartnersInvestment Banking Vice President - Financial Institutions GroupJan 25 - PresentHoulihan LokeyInvestment Banking Vice President - Financial Services GroupJul 20- Dec 24Cornell Johnson Graduate School Of ManagementMBA - 2020Jul 18- May 20
David ThomsonVP FinanceView Profile, david thomsonVivek TolatChief Investment Officer Head Of Family Office InvestmentsView Profile, vivek tolatSergio ScaliseChief Financial OfficerView Profile, sergio scalise