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
Harris WilliamsVice President | Technology Investment BankingSep 23 - PresentNeedham CompanyVice President, Investment BankingJun 18- Sep 23Brown Brothers HarrimanAnalyst | Corporate Advisory & BankingJun 16- Jun 18
Andy SiegHead Of WealthView Profile, Andy SiegDaniel SandersChief Financial OfficerView Profile, Daniel SandersTony BatresPrincipal CIO CFOView Profile, Tony Batres