Account Type****** *******Account Owner*** *******Account Opps/Deals******** ******Closed Won • Oct 24**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
JefferiesEquity Research - BanksSep 17 - PresentMorningstar DbrsSenior Financial AnalystApr 17- Sep 17Moodys RatingsLead Financial AnalystJun 15- Apr 17
Allie GortonSenior Associate Portfolio ManagementView Profile, allie gortonMatthew LawlessFinancial Analyst Operational CostsView Profile, matthew lawlessJordan SallieBanking AdvisorView Profile, jordan sallie