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
Rbc Capital MarketsDirector, Software Investment BankingMay 22 - PresentKeybanc Capital MarketsVice President, Software Investment BankingJul 19- Apr 22Raymond JamesInvestment Banking AssociateOct 14- Jul 19
Brook KarenManaging Director Global Insurance Advisory LeaderView Profile, brook karenPatricia VitaDirector Client Innovation Partnerships Enterprise PaymentsView Profile, patricia vitaDoug CusterDirector Financial PlanningView Profile, doug custer