Account Type*** ******Account Owner***** ******Account Opps/Deals***** ******Closed Won • Dec 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
Zachary LeonardPrincipal Implementation SpecialistView Profile, zachary leonardTze Ming WongBusiness AnalystView Profile, tze-ming wongMarta ZanoloImpiegatoView Profile, marta zanolo