Account Type***** *****Account Owner******* ***Account Opps/Deals***** ****Closed Won • Jan 25****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Cerity PartnersPrincipal, Project Manager for Cerity Partners Family OfficeDec 24 - PresentMorgan StanleyVice President, Institutional Relationship Manager for Family OfficesNov 22- Dec 24VanguardFamily Legacy Specialist & Program ManagerJun 16- Nov 22
Paul MartinSenior Global LNG Gas Market Advisor EuropeView Profile, Paul MartinSara Camilla Neumann BraunsteinSenior Regulatory PublisherView Profile, Sara Camilla Neumann BraunsteinJennifer Mcshane AckermanLabeling Process LeaderView Profile, Jennifer Mcshane Ackerman