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
William BlairPrivate Wealth AdvisorJan 16 - PresentCredit SuisseDirector - Private BankingApr 10- Jan 16Goldman SachsInvestment AdvisorAug 02- Feb 10
Felipe AlgaziGerente De Digital E B IView Profile, Felipe AlgaziCarri FairclothStrategic Sourcing Business EngagentView Profile, Carri FairclothSharon WingronPositive Intelligence CoachView Profile, Sharon Wingron