Account Type**** ***Account Owner****** ****Account Opps/Deals******* ******Closed Won • Dec 24****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
CaptrustSenior Vice President | Financial AdvisorJul 22 - PresentOppenheimer Co IncBusiness Development Director - Independent DivisionJan 00- Jan 01Raymond JamesBusiness Development AssociateJan 97- Jan 00
Jim BalasChief Financial OfficerView Profile, jim balasBraxton CarrInvestment Banking Vice PresidentView Profile, braxton carrIlana GreenDirector Of Finance And StrategyView Profile, ilana green