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
J P MorganFinancial AdvisorAug 21 - PresentMerrill EdgeFinancial Solutions AdvisorMay 20- Aug 21Morgan StanleyFinancial AdvisorApr 18- Sep 19
Josh LawsonEquity ResearchView Profile, Josh LawsonCharles VillalbaInvestment Banking AnalystView Profile, Charles VillalbaZach ThomasInvestment Banking AssociateView Profile, Zach Thomas