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
Needham CompanyManaging Director - Head of West Coast Institutional Relationship ManagementJul 11 - PresentSanders MorrisSenior Vice President - Institutional SalesApr 07- Sep 08Stifel Financial CorpManaging Director, Branch Manager - Institutional Sales (1999-2007)Aug 99- Mar 07
Peter CatesVP Of Client PracticeView Profile, Peter CatesStephen ZozayaMid Market Sales ExecutiveView Profile, Stephen ZozayaJared ShoemakerExecutive Sales RepresentativeView Profile, Jared Shoemaker