Account Type**** ********Account Owner******** ****Account Opps/Deals******* ****Closed Won • Oct 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
Jacquie LewisCo FounderView Profile, jacquie lewisJohn BuerglerChief Executive OfficerView Profile, john buerglerThomas StandleyPresident Accredit Solutions USAView Profile, thomas standley