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
William BlairInvestment Banking AssociateJul 22 - PresentFocalpoint Is Now B Riley SecuritiesInvestment Banking Summer AnalystJun 21- Aug 21First Merchants CorporationSponsor Finance InternJul 19- Sep 19
Matt LopezFractional AdvisorView Profile, Matt LopezDisha RupaniFinancial AnalystView Profile, Disha RupaniSteve De LimaControllerView Profile, Steve De Lima