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
Stifel BankSenior Vice President | Venture Lending and Banking - Stifel BankMay 24 - PresentPacific Western BankVice President | Technology BankingJan 20- May 24Square 1 BankVenture | OriginationsJan 20- May 24
Charlotte BedickVice President Equity ResearchView Profile, Charlotte BedickSteven WallVice President Finance OperationsView Profile, Steven WallRoger OrtizVp Finance At Portos Bakery CafeView Profile, Roger Ortiz