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
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
Jesse FordPresident Chief Executive OfficerView Profile, Jesse FordLee MilamChief Operating OfficerView Profile, Lee MilamMark StefflerChief Operating OfficerView Profile, Mark Steffler