Account Type****** ****Account Owner***** ******Account Opps/Deals*** ****Closed Won • Nov 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
CaptrustSenior Vice President | Financial Advisor May 19 - PresentFi 360 Now BroadridgeAdjunct Faculty MemberOct 03 - PresentMerrill LynchFinancial AdvisorNov 00- Feb 02
Usheer NaikVice President FinanceView Profile, usheer naikJesse KarasikChief Investment OfficerView Profile, jesse karasikRobert McelligottVice President Technology Investment BankingView Profile, robert mcelligott