Account Type****** *******Account Owner***** ******Account Opps/Deals******** ******Closed Won • Feb 25***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
PraxisSenior Executive OfficerFeb 13 - PresentKleinwort HambrosTrust Manager, Private Client & Fiduciary ServicesMar 07- Dec 12Efg InternationalSenior Trust OfficerMar 05- Mar 07
David KleinFounding PartnerView Profile, David KleinBrian PattilloExecutive Vice PresidentView Profile, Brian PattilloSpencer WiedemanVP Global AdvisorsView Profile, Spencer Wiedeman