Account Type******* ***Account Owner**** *****Account Opps/Deals**** ********Closed Won • Aug 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
TdVice President, Finance Lead Group Manager, US WealthApr 13 - PresentStifel Financial CorpVice President, Investment BankingJul 06- Apr 13Lava TradingSummer AnalystJun 05- Aug 05
Fabian TretterSenior Manager Finance OperationsView Profile, fabian tretterKendal Pratt WheelerFinance Manager North America Business PlanningView Profile, kendal (pratt) wheelerSteve AllenCFOView Profile, steve allen