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
RedwheelHead of InvestmentJan 17 - PresentStonehage FlemingCo - Chief Investment Officer (CIO)Jun 10- Jan 17MercerInvestmentConsultantMay 02- Jun 05
Katie RoseAsset Wealth Management RiskView Profile, katie roseJoffrey SimonetSenior Financial Analyst Asendia USAView Profile, joffrey simonetYuchen QinDirector Financial Operations ConsultingView Profile, yuchen qin