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
Harris WilliamsVice President | Technology Investment BankingSep 23 - PresentNeedham CompanyVice President, Investment BankingJun 18- Sep 23Brown Brothers HarrimanAnalyst | Corporate Advisory & BankingJun 16- Jun 18
Dan MyersSenior Vice President ShareholderView Profile, Dan MyersDrew GlomskiSenior Vice President Mortgage BankingView Profile, Drew GlomskiMichael KennedyChief Financial OfficerView Profile, Michael Kennedy