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
Fidelity InvestmentsTeam Leader, Investment SolutionsJul 11 - PresentSand Hill Global AdvisorsInterim COOJun 08- Jan 11Boston PrivateSVP Western RegionJul 06- Jun 08
Lawrence ChungSenior Project ManagerView Profile, lawrence chungIain DonaldsonPartnerView Profile, iain donaldsonJonathan BluaFounderView Profile, jonathan blua