Account Type****** *****Account Owner*** ********Account Opps/Deals**** ****Closed Won • Nov 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Windham BrannonDirector, M&A Advisory, Accounting and Finance Feb 23 - PresentSparus HoldingsDirector, Strategic FinanceNov 21- Jan 23Cherry BekaertManager, M&A Advisory May 13- Nov 21
Oliver YangInvestment Banking DirectorView Profile, oliver yangHeather RichardsonHead Of Business Planning Insights Strategy At TD Wealth AdviceView Profile, heather richardsonKaran ParekhHead Of FinanceView Profile, karan parekh