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
B Riley SecuritiesVice President, Investment BankingMar 23 - PresentB Riley FinancialInvestment Banking Associate, B. Riley Securities, Diversified Industrials & Corporate RestructuringJun 16- Mar 23Stearns Financial GroupPrivate Wealth Management InternJun 15- Aug 15
Olivier MionManaging Director Financial Planning Analysis Central FP AView Profile, Olivier MionJon BridgeforthSVP Wealth GCO Senior Risk AdvisorView Profile, Jon BridgeforthIsaac NissimGroup CFOView Profile, Isaac Nissim