Account Type***** ****Account Owner*** ******Account Opps/Deals******* ***Closed Won • Mar 25****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
KbwHead of U.S. Equities and Director of ResearchJun 21 - PresentSirios Capital ManagementPrincipal, Business Development and Director of ResearchJan 16- Jun 21AmgVice President, Corporate StrategyJun 14- Jan 16