Account Type******** ****Account Owner*** *******Account Opps/Deals****** *******Closed Won • Aug 24**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
D A Davidson CompaniesVice President Investment BankingApr 22 - PresentRiveronAssociate Director, Business DevelopmentJan 21- Dec 22Oppenheimer Co IncFinancial Institutions Investment BankingJan 20- Dec 21
Aloysius FuaFinancial Services PartnerView Profile, aloysius fuaRavit Bar OrChief Financial OfficerView Profile, ravit bar-orKeith ThatcherPartner CFOView Profile, keith thatcher