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