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
CaisManaging DirectorJul 15 - PresentMorgan StanleyWealth Management InternJan 15- Jul 15UbsWealth Management InternMay 14- Sep 14
Lucy AdlerNon Executive DirectorView Profile, Lucy AdlerKimberly MillerVice President Inventory ManagementView Profile, Kimberly MillerDave WeaverExecutive Global OperationsView Profile, Dave Weaver