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
Stifel Financial CorpManaging Director/Investments - StifelMay 14 - PresentMorgan StanleyExecutive Director, InvestmentsJul 07- May 14
Holly MeloyChief Client OfficerView Profile, Holly MeloyOlesea DumanGeneral ManagerView Profile, Olesea DumanYonti LevinCTO And Co FounderView Profile, Yonti Levin