Account Type******* ***Account Owner******* ***Account Opps/Deals**** ****Closed Won • Nov 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Cambridge AssociatesManaging Director - Family Enterprise SolutionsSep 20 - PresentFamily Office ExchangeManaging DirectorJan 10- Sep 20
Zach ZirklePresidentView Profile, zach zirkleMieke BurgerHead Organisational EffectivenessView Profile, mieke burgerNicole MiletteExecutive Director Wealth Management Digital And Client ExperienceView Profile, nicole milette