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
Alvarez MarsalFamily Office Services LeaderNov 12- Jun 17Tiedemann AdvisorsComprehensive Family Office and Wealth PlanningJan 06- Dec 10JpmorganchaseSr. Financial AnalystJan 02- Dec 05
Steve MontgomeryPresident CEOView Profile, Steve MontgomeryScott BarnettFounder CEOView Profile, Scott BarnettKevin McgowanSenior Project Program ManagerView Profile, Kevin Mcgowan