Charlotte Mcgibbon, Cerity Partners | Find your best path for intro

Charlotte Mcgibbon

Principal Project Manager For Cerity Partners Family Office

🏢 Job Change

(2 months ago)

Cerity Partners

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Last interaction was ** days ago.

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CRM Data

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Account Type**** *****

Account Owner******** *******

Account Opps/Deals

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Closed Won • Nov 24

**K $

Closed

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Charlottes’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Charlottes’ Past Experience

Cerity Partners
Principal, Project Manager for Cerity Partners Family Office
Dec 24 - Present
Morgan Stanley
Vice President, Institutional Relationship Manager for Family Offices
Nov 22- Dec 24
Vanguard
Family Legacy Specialist & Program Manager
Jun 16- Nov 22

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