Account Type*** ***Account Owner**** ****Account Opps/Deals****** ***Closed Won • Feb 25****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Brean Capital LlcManaging Director | Financial Institutions GroupMar 23 - PresentPerformance Trust Capital PartnersDirector Investment Banking FIGNov 11- Dec 22Pacific Coast Banking SchoolFacultyAug 18- Sep 22
Frank PizziVP Global TaxationView Profile, Frank PizziJim HeinzenVice President FinanceView Profile, Jim HeinzenMelissa ChangManaging Director Capital Raising Client RelationsView Profile, Melissa Chang