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
IpaladinFounder & CEOJan 12 - PresentProvidence Family OfficesFounder & CEOJun 08- Aug 21U S TrustPrivate Client AdvisorJan 00- Jan 08
Niclas SanfridssonCEOView Profile, Niclas SanfridssonJulia GlassProgram ExecutiveView Profile, Julia GlassDerek CollinsNon Executive DirectorView Profile, Derek Collins