Account Type***** ****Account Owner**** ****Account Opps/Deals******** ****Closed Won • Dec 24**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Mai Capital ManagementManaging Director, Senior Business Development Officer - Family Office Dec 24 - PresentStifel Financial CorpAssociate Vice President, Investments Oct 22- Nov 24D Boral CapitalCo-Head of the Family Office Group, Managing Director Institutional SalesJul 21- Jul 22
Colleen LazarBusiness Development ExecutiveView Profile, colleen lazarAllan FergusonBusiness Development ExecutiveView Profile, allan fergusonLisa HuntExecutive Vice President International Services Business InitiativesView Profile, lisa hunt