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
Pinecrest ConsultingPresidentDec 24 - PresentStifel Financial CorpSenior Vice President/Investments - StifelAug 20- Dec 24Merrill LynchSenior Vice PresidentJun 12- Aug 20
Seth McguirePresident COOView Profile, Seth McguireAlana BrownFounder And CEOView Profile, Alana BrownSam BlockPresidentView Profile, Sam Block