Account Type******* *******Account Owner*** ******Account Opps/Deals******** ********Closed Won • Oct 24***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Grace Linyi WeiVice President Private Wealth Portfolio ConstructionView Profile, grace linyi weiSamuel WoodcockChief Financial OfficerView Profile, samuel woodcockKaterina NicholsFractional CFOView Profile, katerina nichols