Account Type**** *****Account Owner****** *****Account Opps/Deals******** *******Closed Won • Feb 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
Suren SahaydachnyManaging DirectorView Profile, Suren SahaydachnyCathy MichelChief Of Party AMOSTRAView Profile, Cathy MichelMatt SettleBoard MemberView Profile, Matt Settle