Account Type****** ******Account Owner******** *****Account Opps/Deals**** ***Closed Won • Oct 24****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Guggenheim PartnersInvestment Banking AssociateJun 22 - PresentBaird CapitalMBA InternJun 21- Aug 21Northern TrustProduct ManagerJun 16- Aug 20
Brian KlingCPAView Profile, brian klingStephanie CashAssociateView Profile, stephanie cashDavid EarleyFinancial AdvisorView Profile, david earley