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
Cambridge AssociatesManaging Director, Private Client PracticeJan 12 - PresentBoston PrivateTreasury AnalystJan 10- Jan 12
Colin HarrisonChief Executive OfficerView Profile, colin harrisonBrad MartinChief Executive OfficerView Profile, brad martinMark GardnerChief Operating OfficerView Profile, mark gardner