Account Type***** ******Account Owner******** ***Account Opps/Deals***** ********Closed Won • Nov 24****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Fortitude Family OfficeSenior Associate | Advisory OperationsFeb 24 - PresentBeacon PointeRelationship ManagerMar 21- Dec 23CaptrustAssociate II | Wealth OperationsJan 18- Feb 21
Maisie BirchOperations ManagerView Profile, maisie birchMatyas MacudzinskiInternal Operations EngineerView Profile, mátyás macudzinskiAlique IveryDirector National Of OperationsView Profile, alique ivery