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
Piper SandlerManaging Director, Financial Technology Investment BankingApr 24 - PresentJefferiesManaging Director, Head of Payments Investment BankingJan 22- Apr 24Houlihan LokeyDirector, Financial TechnologyJan 11- Jan 22
Casey HaydenWealth Investment Advisor CEOView Profile, casey haydenJennifer Van MeterFractional CFOView Profile, jennifer van meterAlice WangAssociate Vice PresidentView Profile, alice wang