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
Clearsight AdvisorsInvestment Banking Managing DirectorJan 23 - PresentJegi ClarityInvestment Banking Vice President > DirectorJan 17- Jan 23D A Davidson Equity Capital MarketsInvestment BankingJan 13- Jan 17
Bobby HerboldPresident Chief Financial OfficerView Profile, bobby herboldSteve RichvalskyChief Financial OfficerView Profile, steve richvalskySeth BairManaging Director Co Head Insurance Investment BankingView Profile, seth bair