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
CressetManaging Director Investment StrategiesApr 19- Jan 22Tiedemann AdvisorsManaging DirectorOct 16- Feb 19The Presidio GroupChief Investment OfficerOct 01- Sep 16
Ankit AroraFinancial ControllerView Profile, ankit aroraDavid DubbinInvestment Banking Analyst M AView Profile, david dubbinJodi CraigBookkeepingView Profile, jodi craig