Account Type**** *******Account Owner***** ***Account Opps/Deals******* *****Closed Won • Jan 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Capital VisionFounding PartnerJan 17 - PresentExaneHead of Investment Solutions, Latin AmericaJan 10- Jan 16Intesa Sanpaolo Wealth Management S ACross Asset solutionsJan 09- Jan 10
John CChief Executive OfficerView Profile, John CJerome WongCo Founder Chief Business OfficerView Profile, Jerome WongDana KelhartCEO North AmericaView Profile, Dana Kelhart