Account Type**** ******Account Owner***** *******Account Opps/Deals****** ***Closed Won • Oct 24***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
Brad MartensDirector Media Systems WorkflowView Profile, brad martensLauren BoyleProcess Training ManagerView Profile, lauren boyleKenia RangelExecutive Assistant Office ManagerView Profile, kenia rangel