Account Type***** ***Account Owner*** *******Account Opps/Deals*** ***Closed Won • Feb 25****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Pickwick Capital PartnersManaging DirectorMar 23 - PresentSmg Securities IncManaging Director and Group Head--Financial Institutions Investment BankingJun 16- Jul 21Dresner PartnersSenior Managing DirectorJan 10- Jun 16
Eric KristensonVice President DCIO SpecialistView Profile, Eric KristensonWilliam DouglasNon Executive DirectorView Profile, William DouglasSonia BeauNam Tax Operations Assistant Vice PresidentView Profile, Sonia Beau