Account Type***** ****Account Owner**** *****Account Opps/Deals**** ********Closed Won • Mar 25***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Great Gray Trust CompanyBoard MemberAug 24 - PresentConstellation Wealth CapitalOperating AdvisorFeb 24 - PresentMckinsey CompanySenior Advisor to McKinsey & CompanyFeb 24 - Present