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
Bourne Financial Group LlcPresident, Capital MarketsMar 18 - PresentCnl SecuritiesSenior Internal WholesalerJul 14- Feb 17Ameriprise Financial Services LlcFinancial Advisory AssistantMay 13- Jun 14
Maria ColemanExecutive Director Of Investor RelationsView Profile, Maria ColemanJake KaplanVice President Technology Investment BankingView Profile, Jake KaplanCrandall QuinnChief Financial OfficerView Profile, Crandall Quinn