Account Type******** ****Account Owner****** *****Account Opps/Deals****** ***Closed Won • Dec 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
VestwellStrategic FinanceAug 23 - PresentCanaccord Genuity Global Capital MarketsM&A Investment BankingJun 22- Jul 23Silvergrove AdvisorsM&A Investment BankingFeb 20- Jun 22
Jean Paul BlagoFinance ManagerView Profile, jean-paul blagoJack StuckyInvestment BankingView Profile, jack stuckyCharles HarperDirector Investment BankingView Profile, charles harper