Account Type***** ********Account Owner******** ****Account Opps/Deals******** ******Closed Won • Oct 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
Shany TouboulCFOView Profile, shany touboulGerd Christian HesseIm RuhestandView Profile, gerd-christian hesseMichael BannonPresident CFOView Profile, michael bannon