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
Steven BrownSVP Of FinanceView Profile, Steven BrownGerry BChief Financial OfficerView Profile, Gerry BStephan JantzVP RevenueView Profile, Stephan Jantz