Account Type******* ********Account Owner******** *****Account Opps/Deals******** ******Closed Won • Jan 25****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
D A Davidson CompaniesVice President, Financial Services Representative ManagerSep 24 - PresentKey Investment ServicesPrivate Client AdvisorOct 23- Aug 24Equitable AdvisorsFinancial AdvisorSep 23- Oct 23
Tom YoungExecutive Corporate And Investment Banking RotationView Profile, Tom YoungJack PessoManaging Director Corporate FinanceView Profile, Jack PessoArjun NukalChief Financial OfficerView Profile, Arjun Nukal