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
Stifel Financial CorpVice President Investment BankingOct 23 - PresentGuggenheim PartnersInvestment Banking AssociateNov 21- Oct 23Financial Technology Partners Ft PartnersInvestment Banking AssociateAug 20- Nov 21
Alex LernerManaging Partner Chief Investment OfficerView Profile, Alex LernerRobert BailerChief Financial OfficerView Profile, Robert BailerMike BeckwithVice President BrokerageView Profile, Mike Beckwith