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
GoldrockManaging Partner | High-Net Wealth Family AdvisorSep 01 - PresentDefinitely Uncertain The Private Wealth PodcastPodcast Host | High-Net Worth Families | Private WealthJan 20 - PresentAvgol NonwovensBoard ObserverJan 12- Jan 18
Zicheng ZhaoInvestment ManagerView Profile, Zicheng ZhaoTim BarkerCFO AdvisorView Profile, Tim BarkerAnat Iosub AmirInvestment DirectorView Profile, Anat Iosub Amir