Account Type****** ******Account Owner*** ******Account Opps/Deals****** *****Closed Won • Feb 25***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Crl AdvisorsManaging Director, InvestmentsJan 19 - PresentLddi WealthManaging Director, TaxAug 14 - PresentMacquarie GroupAssociate Director; Senior Research AnalystMar 11- Nov 12
Michel RichardCo FounderView Profile, Michel RichardDan FitzgeraldManaging PartnerView Profile, Dan FitzgeraldAnna KhanGeneral PartnerView Profile, Anna Khan