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
InsightOperations ManagerAug 18 - PresentHeritage Family Offices LlpWealth Management Operations ManagerJan 14- Jan 18
Wade OrrBusiness Operations SpecialistView Profile, Wade OrrKusal FernandoProject ManagerView Profile, Kusal FernandoRaquel EastridgeProject ManagerView Profile, Raquel Eastridge