Account Type******** *******Account Owner***** *****Account Opps/Deals*** ****Closed Won • Dec 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, Wealth AdvisorJan 19 - PresentBrown AdvisoryPrincipal, Wealth AdvisorFeb 04- Jan 19Morgan StanleyVice President, Financial AdvisorOct 99- Feb 04
Loic SalomonGlobal Corporate Real Estate DirectorView Profile, loic salomonYana HoletsFounderView Profile, yana holetsRay EstevezPrincipal OwnerView Profile, ray estevez