Account Type******** ****Account Owner***** *******Account Opps/Deals**** ****Closed Won • Oct 24***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
William BlairPrivate Wealth AdvisorJan 16 - PresentCredit SuisseDirector - Private BankingApr 10- Jan 16Goldman SachsInvestment AdvisorAug 02- Feb 10
Andrew WinterForward Deployed EngineerView Profile, andrew winterStefano CacciottiAGENT DE TRANSITView Profile, stefano cacciottiKaren AppelReal Estate AgentView Profile, karen appel