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
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
Spencer PilandChief Financial Officer And Chief Operating OfficerView Profile, Spencer PilandMark SmialowiczCOO CFOView Profile, Mark SmialowiczJim LightseyFractional CFOView Profile, Jim Lightsey