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
Stonehage FlemingHead of Family Office - British IslandsFeb 22 - PresentMaitlandManaging Director - Private ClientsJan 07- Feb 22
Sullivan ConleyVice President Financial AdvisorView Profile, Sullivan ConleyBrian ReadChief Financial OfficerView Profile, Brian ReadTom CaseChief Financial OfficerView Profile, Tom Case