Account Type*** ****Account Owner*** *******Account Opps/Deals******** ***Closed Won • Nov 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Intrepid Investment BankersInvestment Banking AssociateJul 22 - PresentD A Davidson CompaniesInvestment Banking Summer AnalystJun 21- Aug 21Decisionpoint AdvisorsInvestment Banking Summer AnalystMay 20- Aug 20
Brian DaltonDirector FP AView Profile, brian daltonJessica PuttRegional AccountantView Profile, jessica puttMark StephanSenior Investment Analyst Research Portfolio ManagementView Profile, mark stephan