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
Oppenheimer GenerationsGroup Head of GovernanceSep 18 - PresentIntertrust GroupDirector / Head of Private Wealth CaribbeanApr 15- Dec 17Rbc Wealth ManagementRegional Head of Trust Business DevelopmentApr 09- Feb 15
Rhett TreesFounder And CEOView Profile, Rhett TreesDamian HajdaCo Founder DirectorView Profile, Damian HajdaHeather SootsChief Operating OfficerView Profile, Heather Soots