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
William BlairVice President, Wealth AdvisorJan 16 - PresentHightower AdvisorsDirector, Transitions & OnboardingDec 11- Feb 16
Iain Coward FcaChief Financial OfficerView Profile, Iain Coward FcaCaitlin MclaughlinSenior Director Finance AccountingView Profile, Caitlin MclaughlinMichael HeuffManaging Director Leveraged Finance At RBC Capital MarketsView Profile, Michael Heuff