Account Type******** ********Account Owner***** *******Account Opps/Deals**** *******Closed Won • Mar 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- Jan 10JpmorganchaseSr. Financial AnalystJan 02- Jan 05