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
Duff PhelpsDirector - Investment BankingNov 19- Jan 25Smg Securities IncVice President - Investment Banking GroupFeb 16- Nov 19PwcManager - Financial Due DiligenceJul 07- Aug 13
Tom WoodFounder Financial PlannerView Profile, Tom WoodPhillip SquiricChief Financial OfficerView Profile, Phillip SquiricAdam RadzkiCOO Angel InvestorView Profile, Adam Radzki