Account Type***** *****Account Owner****** ***Account Opps/Deals******* ***Closed Won • Aug 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Southport CapitalSenior Portfolio ManagerJun 19- Nov 21Oppenheimer Co IncDirector-InvestmentsOct 16- Jun 19Wells Fargo AdvisorsVice President - InvestmentsApr 09- Oct 16
Steve KopelmanPrincipalView Profile, steve kopelmanPatrick KinzlerManaging PrincipalView Profile, patrick kinzlerAlex AndradePrincipal DirectorView Profile, alex andrade