Account Type****** *******Account Owner******* ********Account Opps/Deals****** ********Closed Won • Nov 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 AdvisorJan 22 - PresentForesters Financial ServicesRegistered Financial Services RepresentativeJan 07- Aug 07A G Edwards Sons IncInternMay 06- Sep 06
David DwyerManaging Director Head Of Acquisition And Leveraged FinanceView Profile, david dwyerBen AllenChief Financial OfficerView Profile, ben allenMatt LongChief Financial OfficerView Profile, matt long