Account Type******** ******Account Owner******* ********Account Opps/Deals*** ******Closed Won • Mar 25****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Woodbridge A Mariner CompanyManaging Director - Investment Banking / New BusinessDec 23 - PresentBenjamin F EdwardsManaging Director - Investment BankingMar 22- Nov 23Woodbridge A Mariner CompanyManaging Director - Investment BankingApr 19- Mar 22
Giles DavidInterim Chief Financial OfficerView Profile, Giles DavidJohn KeithRegional Vice PresidentView Profile, John KeithJason BirdWealth Management Advisor Vice PresidentView Profile, Jason Bird