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
InsightOperations ManagerAug 18 - PresentHeritage Family Offices LlpWealth Management Operations ManagerJan 14- Jan 18
Mark JonesDirector Marketing OperationsView Profile, Mark JonesAbe BerganDirector Of Revenue OperationsView Profile, Abe BerganDavid KessDirector Of Event Technology Kongresshaus ZurichView Profile, David Kess