Account Type*** ********Account Owner*** ***Account Opps/Deals******* ********Closed Won • Dec 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
Eric KristensenCEOView Profile, eric kristensenKatharine SmithPA To CEOView Profile, katharine smithManuel SeidelChief Executive OfficerView Profile, manuel seidel