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
Stifel Financial CorpInvestment Banking Senior AssociateApr 24- Aug 24Houlihan LokeyInvestment Banking AssociateMay 22- Mar 24Bruderman CompanyInvestment Banking / Private Equity AssociateApr 20- May 22
Carlos DuarteFP A Senior Business AnalystView Profile, carlos duarteAndrew GoodfellowSenior Finance Business PartnerView Profile, andrew goodfellowMelissa MSenior Wealth PlannerView Profile, melissa m.