Account Type*** *******Account Owner**** ***Account Opps/Deals******* *******Closed Won • Dec 24***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Avalon Net WorthInvestment Banking AssociateMay 23 - PresentHodges Ward ElliottCapital Markets Group Analyst InternJun 22- Dec 22Stifel Financial CorpWealth Management InternJun 21- Jul 21
Tony BatekPortfolio ManagerView Profile, tony batekGraham SeagerFinance DirectorView Profile, graham seagerMark StephanSenior Investment Analyst Research Portfolio ManagementView Profile, mark stephan