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
Alvarez MarsalFamily Office Services LeaderNov 12- Jun 17Tiedemann AdvisorsComprehensive Family Office and Wealth PlanningJan 06- Dec 10JpmorganchaseSr. Financial AnalystJan 02- Dec 05
Bhavika SanghaviFounder CEOView Profile, Bhavika SanghaviLinda LattanzioSenior Clinical DirectorView Profile, Linda LattanzioTiffany Freeman MulliganRegional ManagerView Profile, Tiffany Freeman Mulligan