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
U S Bancorp Investments IncWealth Management AdvisorJul 19 - PresentFirst InterstateWealth AdvisorNov 01- Jul 19
William SchembriInvestment AnalystView Profile, William SchembriStuart RhodesChief Financial OfficerView Profile, Stuart RhodesKelley BontempsEquity Capital Markets Manager Carta LiquidityView Profile, Kelley Bontemps