Account Type***** ********Account Owner****** ****Account Opps/Deals******** *****Closed Won • Jul 24**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Alvarez MarsalFamily Office Services LeaderNov 12- Jun 17Tiedemann AdvisorsComprehensive Family Office and Wealth PlanningJan 06- Dec 10JpmorganchaseSr. Financial AnalystJan 02- Dec 05
Sam WilliamsManaging DirectorView Profile, sam williamsScott PaladiniHead Of BrandView Profile, scott paladiniAruna VenkatachalamChief Leaders LabView Profile, aruna venkatachalam