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
Goldberry WealthHead of SalesJul 22 - PresentBfv Bank Fur Vermogen AgVorstandAug 19- Jul 22Advanced Dynamic Asset Management GmbhManaging Director & PartnerJul 11- Dec 15
Mack OchsDirector Sales ManagerView Profile, Mack OchsMatthew LisiAccount ExecutiveView Profile, Matthew LisiRoy Schuhmacher 💪🏼Enterprise Sales ManagerView Profile, Roy Schuhmacher 💪🏼