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
FinberryCo-FounderApr 24 - PresentShine Global Family OfficeHead of Business DevelopmentAug 15 - PresentLombard Odier GroupVice PresidentJan 13- Jul 15
Mark SharlandGlobal Account Manger Financial ServicesView Profile, mark sharlandDallin RodriguezRenewal Manager North AmericaView Profile, dallin rodriguezJeff LaynDirector Client Portfolio ManagerView Profile, jeff layn