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
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
Steve MacfarlaneVice President PartnerView Profile, steve macfarlaneOren BahriChairmanView Profile, oren bahriAlex BoydCo FounderView Profile, alex boyd