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
Morgan StanleyVice President, Financial AdvisorDec 17 - PresentMcadam FinancialFinancial AdvisorDec 16- Sep 17Blue Heron CapitalFinancial Investment InternOct 14- Apr 15
Peter ShepherdChief Financial OfficerView Profile, peter shepherdMichael DifilippoChief Financial OfficerView Profile, michael difilippoYonatan SinuanyChief Financial OfficerView Profile, yonatan sinuany