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
William BlairVice President, Technology Investment BankingMar 21 - PresentRaymond JamesTechnology Investment BankingDec 19- Mar 21Agc PartnersTechnology Investment BankingJul 18- Nov 19
Katie SummeringVP Financial Planning AnalysisView Profile, Katie SummeringMatthew McleanAssistant Vice President Lending CenterView Profile, Matthew McleanBrett ChilesManaging Director Partners Finance Member FINRA SIPCView Profile, Brett Chiles