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
Wellesley Hills Financial LlcExecutive Vice President - Investment BankingFeb 24 - PresentAureate CapitalManaging Director - Investment Banking Nov 21- Sep 23Mjc PartnersVice President - Investment Banking - Head of Capital Markets & Corp Dev (FIG)May 15- Oct 21
Jason KatzChief Financial OfficerView Profile, jason katzStephen KlineVP FinanceView Profile, stephen klineTsipi KaganChief Financial OfficerView Profile, tsipi kagan