Account Type****** *****Account Owner***** *****Account Opps/Deals******** *****Closed Won • Jan 25**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Vernal Point AdvisorsConsultantFeb 22- Jan 24CressetManaging Director Investment StrategiesApr 19- Jan 22Tiedemann AdvisorsManaging DirectorOct 16- Feb 19
M T G LerHead Of FinanceView Profile, M T G LerShawn PVP Of FinanceView Profile, Shawn PCindy PhamDirector Of AccountingView Profile, Cindy Pham