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
Nick BranchinaReal Estate ConsultantView Profile, Nick BranchinaMaria Daniela MotoiPricing ManagerView Profile, Maria Daniela MotoiNicholas LalPartnerView Profile, Nicholas Lal