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
Goldman SachsVice President, Private Wealth AdvisorAug 23 - PresentCredit SuisseHead of West Coast Institutional Equity SalesJan 22- Aug 23Wells FargoDirector, Institutional Equity SalesAug 18- Dec 21
Daniel M JonesChief Financial OfficerView Profile, Daniel M JonesMaximilian FischerDirector Global Finance And Deal OperationsView Profile, Maximilian FischerJonathan PritzInvestment Director VentureView Profile, Jonathan Pritz