Account Type****** *****Account Owner****** *******Account Opps/Deals******** ****Closed Won • Nov 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
JefferiesInvestment Banking Vice President (M&A)Jul 21 - PresentCanaccord Genuity Global Capital MarketsInvestment Banking AssociateMar 19- Jun 21DeloitteManagerSep 14- Feb 19
Brad FinklePresident TIAA CREF FundsView Profile, brad finkleEfrat LevSenior Director Head Of FP A OperationView Profile, efrat levLauren BoydController CFO ServicesView Profile, lauren boyd