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
RedwheelHead of InvestmentJan 17 - PresentStonehage FlemingCo - Chief Investment Officer (CIO)Jun 10- Jan 17MercerInvestmentConsultantMay 02- Jun 05
Danielle UngerVertical Business Development Manager Secure IssuanceView Profile, Danielle UngerJohn CutlerFinancial AdvisorView Profile, John CutlerSergio Rivera VazquezExperienced Financial AdvisorView Profile, Sergio Rivera Vazquez