Account Type****** *****Account Owner**** *****Account Opps/Deals**** *****Closed Won • Jan 25****K $Closed
***** ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Clifford Swan Investment CounselorsChief Operating OfficerJan 23 - PresentFirst QuadrantSenior Director, Investment & Trade OperationsNov 11- Dec 22DeloitteAudit Senior - Financial Services GroupJan 10- Nov 11
Forrest BlakeCEO FounderView Profile, Forrest BlakeNeil AinsworthCo FounderView Profile, Neil AinsworthAnthony VitaleSenior Vice President Business DevelopmentView Profile, Anthony Vitale