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
William BlairFounder-Owned Business Advisory, Investment BankingMar 22 - PresentTockSenior Manager, Business DevelopmentFeb 20- Mar 22William BlairInvestment Banking AssociateAug 18- Feb 20
Stephen SoquiVice President InvestmentsView Profile, stephen soquiKristin HeerenVP FP AView Profile, kristin heerenAdam FrankJ P Morgan Wealth Management Head Of Wealth Planning AdviceView Profile, adam frank