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
Stifel Financial CorpSenior Vice President / InvestmentsApr 23 - PresentOppenheimer Co IncSenior DirectorSep 15- Apr 23U S Bancorp Investments IncFinancial AdvisorApr 11- Sep 15
Stephen RockettCFO COO Co FounderView Profile, Stephen RockettBrian RubinChief Financial OfficerView Profile, Brian RubinJames WoodsManaging Director Originations And Investment ResearchView Profile, James Woods