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
Continuum Advisory PartnersSenior Managing Director, Financial Services Investment BankingDec 22 - PresentKbwManaging Director, Investment Banking, Financial Technology & Financial ServicesJun 18- Dec 22DeloittePartner, Corporate Finance Advisory, Financial Institutions GroupJul 12- May 18
Jeff LeeVP FinanceView Profile, jeff leeSarah SartoreVice President FinanceView Profile, sarah sartoreAmit GandhiVice President Prime Brokerage Risk Margin TechnologyView Profile, amit gandhi