Account Type****** ******Account Owner**** *******Account Opps/Deals*** ********Closed Won • Aug 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Goldman SachsAlternatives Distribution for WealthSep 24 - PresentMoonfareHead of Private OfficeDec 22- Jul 24CitiInvestment Counselor - Senior Vice PresidentJun 14- Dec 22
Anthony GeorgeCo Founder Director Digital PCRView Profile, anthony georgeKristen HahnPractice Management ConsultantView Profile, kristen hahnKatie RogersVeteran CoachView Profile, katie rogers