Account Type**** ***Account Owner**** ******Account Opps/Deals****** ******Closed Won • Feb 25**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Piper SandlerVice President, Public Finance Investment BankingSep 24 - PresentPublic Trust Advisors LlcDirector, Investment ServicesJun 17- Sep 24Charles SchwabFinancial Service ProfessionalJun 16- Jun 17
Ted RanftAVP AMER Financial ServicesView Profile, Ted RanftKaran BhopleChief Financial OfficerView Profile, Karan BhopleClaire JeffersonVice President Risk ManagementView Profile, Claire Jefferson