Account Type**** ********Account Owner******** ****Account Opps/Deals******* *******Closed Won • Aug 24**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Leonis PartnersVice President Investment BankingMay 23 - PresentJefferiesInvestment Banking Vice President - Tech-Enabled Services M&AMar 21- Apr 23Stifel Financial CorpInvestment Banking Associate - Global Technology M&AJul 19- Mar 21
Joshua SchanzerExecutive Director Structured Notes StructuringView Profile, joshua schanzerDavid MuinosVice President Of AccountingView Profile, david muinosSean M SmithSenior Vice President Financial Advisor At RBC Wealth ManagementView Profile, sean m smith