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
Fft Wealth ManagementSenior Operations AssociateMay 24 - PresentHirtle Callaghan CoAlternative Asset Operations AnalystMay 22- May 24Tiedemann AdvisorsInvestment Operations Associate Apr 19- Apr 22
Ric GarciaSupervisorView Profile, ric garciaMadison SmithAssociate Product Operations ManagerView Profile, madison smithSarah WilvertExecutive Administrative AssistantView Profile, sarah wilvert