Account Type******** *****Account Owner**** ****Account Opps/Deals*** *****Closed Won • Nov 24***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Private Wealth SystemsCo-Founder, Executive Vice PresidentJan 15 - PresentWealthtouch IncVice President of Portfolio Reporting ProductsJun 10- Jun 12Morgan StanleyVice PresidentAug 07- Jun 10
Kelly GrimesAssistant Vice PresidentView Profile, kelly grimesTimothee RambaudCo FounderView Profile, timothee rambaudLee SewardFounder PresidentView Profile, lee seward