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
Julius BaerHead of Fund AdvisoryAug 21 - PresentCredit SuisseAlternative Investments Advisor - Wealth ManagementJun 11- Aug 21
Katie CrouseControllerView Profile, katie crouseLisa CulhamSenior Finance ManagerView Profile, lisa culhamStefan CDirector Of Financial Planning And AnalysisView Profile, stefan c.