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
Cantor FitzgeraldManaging Director - Tech Investment Banking Jan 24 - PresentKrollManaging Director - Tech Investment Banking (Pagemill Partners)Jan 19- Jan 24Clear Capital AdvisorsManaging DirectorJan 18- Jan 19
Paul MeadeCfoView Profile, Paul MeadeTrish DavisVice President Major Gifts Planned GivingView Profile, Trish DavisAlex DausDirector Finance OperationsView Profile, Alex Daus