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
Richard LakerChief Financial OfficerView Profile, Richard LakerRob FreimanManaging Director Financial Technology Investment BankingView Profile, Rob FreimanColin SimsChief Financial OfficerView Profile, Colin Sims