Account Type**** ********Account Owner******** ***Account Opps/Deals***** *******Closed Won • Nov 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
William BlairPartner, Wealth AdvisorJan 16 - PresentCredit SuisseManaging DirectorApr 10- Jan 16Goldman SachsVice PresidentAug 98- Feb 10
Ezequiel ZinniJefe De FinanzasView Profile, ezequiel zinniNilusha JayasuriyaFinance P 2 P Team LeadView Profile, nilusha jayasuriyaAbby LeisenSenior Wealth Management AssociateView Profile, abby leisen