Account Type***** ****Account Owner****** ****Account Opps/Deals******** ****Closed Won • Jan 25****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
William BlairManaging Director, Wealth Advisor at William BlairSep 21 - PresentBrown AdvisoryPortfolio ManagerMay 06- Sep 21
Landen EnnsVenture Capital InvestorView Profile, Landen EnnsJonathan DebrichManaging Director Municipal Capital MarketsView Profile, Jonathan DebrichDonna SohSenior Director Cross Border PaymentsView Profile, Donna Soh