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
Canaccord Genuity Global Capital MarketsInvestment Banking, ECM, Corporate BrokingJun 11 - PresentCfa InstituteCFA CharterholderJun 11 - PresentBessemer TrustAsset Management, Equity Research (Buy side)Jan 08- May 11
Candice YoungSenior ControllerView Profile, Candice YoungBrian HoodPrivate Client BankerView Profile, Brian HoodShelly CarmichaelDirector Specialty Tax ServicesView Profile, Shelly Carmichael