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
Stifel Financial CorpVice President/Investments - StifelDec 15 - PresentBarclaysAssistant Vice PresidentFeb 13- Dec 15Morgan StanleyFinancial AdvisorMay 12- Feb 13