Account Type****** ***Account Owner******* ***Account Opps/Deals****** ********Closed Won • Feb 25***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Canaccord Genuity Global Capital MarketsInvestment Banking AnalystMay 22 - PresentVigilant Wealth ManagementWealth Management InternMay 21- Aug 21
Nathan BrownInvestment Banking AssociateView Profile, Nathan BrownChris Santi CluFinancial Advisor Insurance SpecialistView Profile, Chris Santi CluShawn DouglasSenior UnderwriterView Profile, Shawn Douglas