Account Type***** *******Account Owner**** *****Account Opps/Deals*** ******Closed Won • Jan 25**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
Alex GerkenSenior Vice President Senior Commercial BankerView Profile, Alex GerkenBrent GeddesChief Financial OfficerView Profile, Brent GeddesDenis ZubVice President Of Financial Planning AnalysisView Profile, Denis Zub