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
Morgan StanleyVice President, Financial AdvisorJan 24 - PresentLincoln InternationalDirectorJul 14- Dec 23Bank Of America Merrill LynchInvestment Banking Summer AnalystJun 13- Aug 13
Dick DavidsonChief Financial OfficerView Profile, Dick DavidsonJohn AnthonyChief Financial OfficerView Profile, John AnthonyTracy CapellenVice President Assett ManagementView Profile, Tracy Capellen