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
Piper SandlerManaging Director, Private Capital AdvisoryAug 24 - PresentAviditi AdvisorsPartner & Co-Founder; Global Co-Head of Project Management; East Coast Relationship CoverageNov 19- Aug 24Credit SuissePrivate Fund GroupApr 15- Nov 19
Jason DavisChief Financial OfficerView Profile, Jason DavisSteve SmithVice President Of FinanceView Profile, Steve SmithClark WardleChief Financial OfficerView Profile, Clark Wardle