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
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
Ondrej BlahovecSr Supervisor EP MP CoordinationView Profile, Ondrej BlahovecLucy UnderdownLead Administrator London OfficesView Profile, Lucy UnderdownKevin SorensenSr Consultant Amazon ConnectView Profile, Kevin Sorensen