Account Type******** ***Account Owner***** ******Account Opps/Deals****** *******Closed Won • Jan 25**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
Talitha Duncan ToddSenior Executive OfficerView Profile, Talitha Duncan ToddCate AdamsSenior Vice President ProductionView Profile, Cate AdamsArnaud CourtelCo FounderView Profile, Arnaud Courtel