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
Kristin EganProduction ManagerView Profile, Kristin EganHarsh SarohiSenior Vice President Of TechnologyView Profile, Harsh SarohiEmmanuel LemalFreelance Wordpress ExpertView Profile, Emmanuel Lemal