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
Crl AdvisorsManaging Director, InvestmentsJan 19 - PresentLddi WealthManaging Director, TaxAug 14 - PresentMacquarie GroupAssociate Director; Senior Research AnalystMar 11- Nov 12
Tyler B EvansChief Executive Officer And Co FounderView Profile, tyler b. evansGary KrollSenior Managing Director Portfolio ManagerView Profile, gary krollPablo M LinzoainPresident COOView Profile, pablo m linzoain