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
ConcurrentCo-Founder and CEODec 16 - PresentRaymond JamesVice President, Succession Planning & AcquisitionsJun 11- Aug 16Credit SuisseInstitutional Equities Sales and Trading Summer AnalystJun 10- Aug 10
Roey TertmanFounder CEOView Profile, Roey TertmanMatt M WalshFounderView Profile, Matt M WalshDrew SaldanaPresidentView Profile, Drew Saldana