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
EvercoreManaging Director, Software Investment BankingMay 22 - PresentCitiDirector, Software Investment BankingApr 15- Apr 22Citizens JmpEquity Research AssociateSep 12- Apr 15
Mariano HuidobroSVP Financial AdvisorView Profile, Mariano HuidobroJim KeatingRegional Vice President Principal Securities Registered RepresentativeView Profile, Jim KeatingChris MurrayPractice Leader Tax Sevices Partner AspiriantView Profile, Chris Murray