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
CaptrustChief Financial OfficerAug 21 - PresentRaymond JamesChief Operating Officer / Chief Financial Officer - Global Equities & Investment BankingJun 04- Aug 21American ExpressDirector - Institutional Risk ManagementJan 98- Dec 02
Janet Ha LeChief Financial OfficerView Profile, janet ha leCorey MinervaVice President Investment BankingView Profile, corey minervaAnne Mcevoy BakerSenior Vice President Financial ApplicationsView Profile, anne mcevoy baker