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
Baillie GiffordDirectorSep 18 - PresentCfa InstituteMember - Education Advisory BoardJun 16 - PresentOppenheimerfundsVP, Managing Director - Private Client, Trust, and Family Office GroupSep 13- Aug 18
Karl LegerTeam SupervisorView Profile, Karl LegerCharlie HinojosaCo Founder CEOView Profile, Charlie HinojosaVeronika JandosekovaHead Of Back OfficeView Profile, Veronika Jandosekova