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
William BlairManaging Director, Private Wealth ManagementMay 04 - PresentRothschild Wealth PartnersVice President, PrincipalSep 86- Aug 01
Steven BrianVice President Group Director Of FP AView Profile, steven brianAlec ShahFractional CFOView Profile, alec shahIser CukiermanChief Financial OfficerView Profile, iser cukierman