Account Type****** ****Account Owner***** ********Account Opps/Deals******** *****Closed Won • Mar 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Cantor FitzgeraldInvestment Banking DirectorOct 23 - PresentStifel Financial CorpInvestment Banking DirectorSep 18- Oct 23Piper JaffrayInvestment Banking AssociateNov 16- Aug 18
David AndersonPrivate Wealth ManagerView Profile, David AndersonJovel Sta CruzFinancial Planning And Investment Product Consultant Via Online Telephone Call Or MeetingView Profile, Jovel Sta CruzBen CromptonSenior AccountantView Profile, Ben Crompton